As an independent advisor, you may feel like you’re this close to having the business of your dreams, but something is holding you back. Maybe it’s technology integration or you spend too much time interacting with your broker-dealer or custodian. Maybe you want access to higher quality educational opportunities. or connect and be challenged by other high-caliber independent advisors. If this sounds familiar, then Mariner Advisor Network can help.
Our primary goal is to be the foundation for your independent practice. At The Network, we built our business model around preserving and strengthening your independence and letting your entrepreneurial spirit thrive. We partner with you, and our services aim to help you meet the sophisticated needs of your clients while adding real value to your broker-dealer and custodial relationships. We offer you the opportunity to leverage our resources, join in advocacy, and tap into our experience to expand your business and strengthen your voice within the industry.
In addition, we offer support related to designing wealth plans that include tax, estate, trust, investments and insurance strategies and solutions to help your clients meet their goals. And, as a Network advisor, you can access our professionally managed model portfolios, as well as equity, fixed income, options, direct indexing SMAs, and private investments to construct diversified client portfolios.
Why Independent Advisors Choose Us
Robust Menu of Services
Our services focus on six key areas integral to the daily operations and long-term firm sustainability. Whether you’re looking to implement a marketing plan, use research to save time, or recruit advisors to your team, we provide you with the knowledge, resources and expertise you need.