Leverage Our Team to Help Differentiate Your Wealth Management Practice
You have plenty of options when deciding the type of firm that best fits the way they like to work with clients. In fact, advisors like yourself are reevaluating whether their current firm can provide the support they need today and into the future. They are also considering whether their current firm provides a value proposition that clearly defines how their services are different from competitors.
As the industry continues to evolve, clients will expect more from you when it comes to wealth planning and strategies for achieving their long-term goals. With Mariner Platform Solutions, you own your business, but 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.
Benefits of Working with Mariner Platform Solutions
Build and Grow Your Business
Our fee-for-service offering provides comprehensive support so you can spend more time growing your business and less time running it. We will also help you create an LLC, empowering you to own your business and enjoy financial control.
Differentiate Your Practice
Leverage our team of industry leaders, resources, digital and growth strategies, coaching and best practices to help grow and differentiate your practice while collaborating with other advisors in the network to share best practices.
Providing you resources to go beyond the surface and evaluate a client’s complete financial picture, our advisory solutions teams of in-house professionals help you provide a plan that can include tax planning and preparation, insurance strategies, estate planning and more.
Maximize the Power of the Platform
From a robust technology stack, to marketing, compliance, proposal generation and financial plan creation, operations and practice management, you will have dedicated support across all functions to help ensure your business operations run smoothly.
A Variety of Investment Solutions
Access our professionally managed model portfolios, as well as equity, fixed income, options, direct indexing SMAs, and private investments to construct diversified client portfolios.
Support to Transition Your Business
As an independent advisor partnered with Mariner Platform Solutions, you’ll be surrounded by resources and support to transition your business and to help mitigate any disruption.
If you’re leaving a firm to start a new one or are ready to scale the business you have, we offer support in advance of joining Mariner Platform Solutions.
Our Advisors Say it Best
“My affiliation with Mariner Platform Solutions allows me to deliver a boutique experience for my clients, serving as a true fiduciary, backed by institutional thought leadership and support.” Giti Khalsa, Founder, Pace Wealth Advisors
“I could make more of an impact with my clients and pursue my business plan the way I wanted to, with a supportive team around me to help make it happen.” Lizz Schneider, Founder, Infinity Wealth Company
“I am able to help this family in ways I could have only imagined at my prior firms.“ Rehan Chaudhry, Partner Advisor, AdvicePeriod
“My motivation to leave my firm was rooted in my belief that the old way of doing business would not work in the future.” Dan Legault, Partner Advisor, AdvicePeriod
Previous results or outcomes experienced by advisors are unique to those situations, and there is no guarantee of similar results or outcomes.
Is Mariner Platform Solutions Right for You?
Interested in enhancing your value proposition, client experience and providing yourself more time to focus on what’s most important to you…your clients? We can help!
Mariner Platform Solutions does not provide all services listed. Some services may be provided by affiliates and may be subject to additional fees.
Start the Conversation
We look forward to helping you find the opportunities available to you within the Mariner family. We welcome talented advisors who offer diverse perspectives, are strategic thinkers, communicate effectively and bring a positive attitude as they put the client first in everything they do. Sounds like you? We look forward to connecting.