Firms

Spend More Time Focusing On Your Clients

Has your firm grown to the level where your practice management needs are demanding too much time from taking care of clients? Are connections being made, and relationships cultivated, but one-on-one conversations are suffering? Maybe you’re looking for a long-term growth and succession plan for your firm, your people and your clients.

As a firm, we have a strong background in inorganic growth and helping firms grow and offer new services to clients through acquisition. When looking for firms to partner with, our number one priority is to ensure the firm’s goals, mission and culture are aligned with our own. We appreciate a standard of excellence and advisors that believe in putting the client first.

Why Choose Mariner Wealth Advisors?

JoinMWA Succession

Growth & Succession Plan

When your firm partners with Mariner Wealth Advisors, you will not only have a succession plan for you, your advisors and your clients, but you will have the resources to grow your business organically while providing advancement opportunities for your team.

JoinMWA Back-Office Support

Back-Office Support

On day one, your team will receive back-office support from teams including compliance, marketing, IT and operations, allowing you to spend more time growing your practice and less time running it.

JoinMWA Collaberation

In-House Team Collaboration

Expand the wealth planning services you and your team can offer clients by collaborating with our in-house investments, tax, insurance, trust and estate planning teams.

JoinMWA Coaching

Coaching & Best Practices

Our practice management team coaches and works with advisors on best practices to help them stand out from competitors in a “sea of sameness,” deepen client engagement and optimize your team’s performance. Potential areas of coaching focus include mastering business vision and planning and creating capacity to grow.

Like What We Have To Offer, But Want To Remain Independent?

If you’re a firm that is intrigued by the support and value Mariner Wealth Advisors has to offer, but want to remain independent, we can help. Maybe you’re struggling with growth, or your team is wearing too many hats trying to stay up to date with compliance and technology and marketing trends. Our two fee-for-service platforms can provide your firm with teams, technology and investment solutions to help grow your business while freeing up time for your advisors to spend with clients. 

Mariner Advisor Network

Advisors have widely varied personal goals, business objectives and definitions of success. Mariner Advisor Network diligently supports the growth and management of advisors’ practices. Whether your main objective is to increase production or spend more time with your family, our mission is to help you achieve it. We focus on helping you build and support a successful independent practice.

Mariner Platform Solutions

If you are an independent advisor needing support and wanting to offer your clients a holistic offering, we can help. Mariner Platform Solutions, a fee-for-service offering, provides you with access to advisory solutions teams like tax and estate planning plus operational support so you can spend less time running your business and more time on growth strategies and client relationships.

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