CPA Alliance
Join a Growing Community of CPAs Across the Country Who Partner With Us
As a CPA, you may be considering adding wealth management services to expand your offering, be more competitive and extend client services, all while potentially earning additional revenue.
With your tax experience and our in-house teams, you’ll be able to offer your clients comprehensive, personalized advice, as well as take advantage of resources to help you grow and scale your business. And, when you refer clients to our firm via this program, we’ll compensate you for those referrals.
Why Partner With Us
Mariner’s CPA Alliance program is designed to help you stay competitive while growing your firm.
Resources Available for You and Your Clients
Access our tools, resources and experienced advisors in locations across the country.
Reasons to Consider the Program
When you partner with our firm, you maintain your independence while benefiting from direct access to our in-house, tenured wealth management teams to expand your client offering.
Experience
Growth
Revenue
Relationships
Retention
Succession
Mariner does not provide all services listed on this page. Some services are provided by affiliates and are subject to additional fees.
"Partnering with Mariner through their CPA Alliance allows us to bring a comprehensive approach to our client service platform."
Lisa Wall
Hogan - Hansen, P.C.
Lisa Wall is an independent Investment Advisor Representative with Mariner. The comments expressed may not be representative of the experience of other advisors and there is no assurances that any advisors will experience a certain level of results or satisfaction if engaged in the CPA Alliance Program.
"This affiliation has helped to deepen the client relationships while maximizing the clients’ tax efficiency."
DeAnn Morgan
DeAnn Morgan, CPA, PC
DeAnn Morgan is an independent Investment Advisor Representative with Mariner. The comments expressed may not be representative of the experience of other advisors and there is no assurances that any advisors will experience a certain level of results or satisfaction if engaged in the CPA Alliance Program.
"Working with Mariner and their CPA Alliance brings a holistic approach to our client relationship."
Leo Panzer
Senior Wealth Advisor
Infinity CPA Group
Leo Panzer is an independent Investment Advisor Representative with Mariner. The comments expressed may not be representative of the experience of other advisors and there is no assurances that any advisors will experience a certain level of results or satisfaction if engaged in the CPA Alliance Program.
Ready to Get Started?
We will collaborate with you throughout the client’s relationship cycle, because we believe that tax and wealth management strategies should complement one another.
Join the Mariner Momentum
At Mariner, we believe every advisor should have a team of advisors to support them. Whether you want to join our team as an advisor or prefer to maintain your independence, we’re here to support your growth.
If our collaborative approach to wealth management aligns with how you want to accelerate your practice, fill out the form below. Our advisor talent team will be in touch soon to discuss how we can work together to support your success.