Resources for You
Providing comprehensive wealth advice has become more complex over the years. For those who do not have a team approach, the advisors are required to be experts in every facet of wealth management. When you’re part of Mariner Wealth Advisors, we surround you with resources to help make you successful in navigating your clients to their goals.
Advisory Solutions
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.
Support for You
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.

Practice Management
Assists advisors in delivering a high quality client experience by providing tools, processes and specialized knowledge.

Business Development
Supports advisors by bringing in new business to the firm/advisors. This process allows the client to be partnered with the right advisor.

Investment Resources
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.

Continuing Education
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.