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?
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.