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Ocean Heights Advisor’s Strategic Succession to Mariner
For Kevin Barlow, managing partner of Ocean Heights Advisors, the transition from Mariner Independent to becoming a fully integrated Mariner advisor wasn’t an abrupt decision—it was the culmination of a well-planned, multi-year journey.
Keys to Effective Succession Planning
It’s no secret that a large percentage of the industry’s wealth advisors lack formal succession and liquidity plans. The good news: No matter the reason, and regardless of what point you may be at in your career, there are plenty of solutions available to achieve your...
Reignite Growth with the Right Model
Choosing the right business model is essential for wealth advisors seeking to grow their practices and better serve clients. Many advisors face setbacks when their initial choice doesn’t align with their goals, leading to stagnation and frustration. This guide...
Pathways to Success: Wealth With Options
Wealth With Options Co-Founder Jackie Ryan shares how Mariner’s extensive expertise and collaborative approach enhance their ability to serve clients.
Pathways to Success: Rolling Hills Advisors
Rolling Hills Advisors Partners Christian Hutchins and Jesse Brown share how Mariner supports their firm, the resources they receive, and how Mariner’s innovative approach has helped scale their business.
Delivering Big Firm Resources, Small Firm Attention
Being part of a larger organization means gaining the power to do more for your clients and your career. At Mariner, our values ensure it doesn’t come at the expense of personal connection. We’ve intentionally built a structure that combines the benefits of a large...
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