Your Clients Deserve More of Your Time
The right back-office support and access to specialized solutions can free you up to focus on what matters most.
-> Watch this video to see how Mariner helps advisors put clients first.
Every advisor gains access to a team of Mariner advisors and a wealth of support.
We offer two paths – join the Mariner team or partner with Mariner Independent.
Both options provide a full range of practice management growth strategies, advanced planning tools and back-office support. All designed to help you grow your business and solve your clients’ complex wealth challenges.
"One thing that drew me to Mariner, they want advisors to be able to spend the majority of their time working with clients."
Chelsie Stilson, CPA, CFP®
Senior Wealth Advisor
Mariner
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
"It gives me the resources of a very large firm and allows me to act as if I'm a boutique size family office style firm."
R. Thomas Boyer, CFP®
Senior Wealth Advisor
Mariner
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
"Everything is here, so it really allows you to to build those long lasting relationships, to know your clients as well as their families."
Angel Colón, CFP®
Senior Wealth Advisor
Mariner
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
"We're able to model all kinds of things for our clients that I've never been able to model for my clients before working here."
Sydney Cale, CFP®, CEPA®
Senior Wealth Advisor
Mariner
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
"I worked at other RIAs that had really good culture, but no depth of resources. Mariner connected those dots for me."
Benjamin Heikes, CFP®
Managing Director & Senior Wealth Advisor
Mariner
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
Access more for your clients
with Mariner. Start the conversation today.
Whether you are interested in joining Mariner as a firm advisor, or gaining access to a range of advisory resources via Mariner Independent, we can help accelerate your wealth management practice. Let’s talk.