We have built a comprehensive team with experience in the areas of tax advice and preparation, estate planning and wealth transfer, retirement plans and risk management. Offering these under one roof saves clients time, money and reduces the chances of an element being overlooked.
When your firm joins Mariner Wealth Advisors, you no longer need to be a jack of all trades. We cover the back-end of doing business for you, allowing your sole focus to be your clients. And, we provide you with resources to help you do that too.
Assists advisors in delivering a high quality client experience by providing tools, processes and specialized knowledge.
Supports advisors by bringing in new business to the firm/advisors. This process allows the client to be partnered with the right advisor.
Provides the insight necessary for advisors to design an investment strategy to help their clients accomplish their goals with a focus on risk and tax exposure.
Technology Solutions & Business Intelligence
Our technology team is continually vetting different technology solutions and business intelligence functionality to save you time and increase efficiency such as data aggregation, financial planning tools and client relationship management tools, all within a cloud-based technology platform.
Each year, Mariner Wealth Advisors hosts the National Advisors Meeting for all advisors, client service associates and business development officers. This two-day event is packed with informative sessions that center around best practices, new resources for advisors, technology, industry updates, company updates and more.