Why Partner With Us
Why Mariner
We are a nationally recognized financial services firm with offices and advisors across the U.S. Referral relationships are not new for us; in fact, we began our very first referral partner relationship in 2006, the year our firm began. We understand you don’t provide a referral lightly. It takes time to develop a partnership and build trust. The success of our CPA Alliance program is related to how we partner and collaborate with you and your firm. We choose partners that put their clients’ needs first, just like we do.
Reasons to Consider the Program
Integrating Tax and Wealth Advice
To attract and maintain clients, plus grow and scale your firm, it may be the right time for you to expand your offering. We believe in integrating tax and wealth management advice as part of a customized wealth plan for clients. You can count on our experienced teams to be very attentive to the tax implications related to the ongoing decisions your clients are making.
As our partner, you’ll have direct access to in-house teams of specialists in estate planning, trust services and insurance. As clients and prospects look to you for comprehensive wealth management services, you would be able to offer additional solutions, services and guidance on complex issues, such as estate and transition planning, wealth preservation strategies and tax advantaged charitable giving.
Gaining a Competitive Advantage
Mariner CPA Alliance can give you a competitive advantage. The trend of traditional CPA services merging with wealth management services is likely to grow in the years ahead. This partnership is designed to help you stay competitive while growing your firm.
Revenue Potential
When you partner with Mariner, you receive compensation for referring clients to our firm, which may create an additional, recurring income stream for your company, which, in turn, can enable you to reinvest in your firm’s growth.
We will collaborate with you throughout the client’s relationship cycle, because we believe that tax and wealth management strategies should complement one another.
Resources Available for You and Your Clients
Access our tools, resources and highly credentialed advisors in locations across the country.
"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.