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?
Hear How Advisors Are Advancing at Our Firm
If you’re wondering what it’s like to join our firm, don’t take our word for it. Hear how Rachel Vivian, a senior wealth advisor, has grown her practice.