We’re thrilled that you’re interested in learning more about Mariner. As you consider your next move, discover why our team could be the perfect fit for you. 

We know the financial advisor model is rapidly changing. That’s why our goal is to give advisors access to the financial tools and resources they need to be successful when it comes to investment strategies, estate planning, tax advice, insurance and more. 

We also offer access to a wealth of educational and professional development resources dedicated to helping you grow your practice.  

Learn more about Mariner Wealth and Mariner Independent resources.

Culture of Collaboration

At Mariner, we’re all on the same team. You’ll collaborate with fellow advisors and specialists with deep and varied experience. We share knowledge and want each other to succeed.  

We provide opportunities, such as coaching and working in a team environment, to promote growth and development. We value diversity and inclusion of talent and experience, and we work every day to give people a sense of belonging to a shared mission. 

Focus on Clients

We live by our mantra of always putting clients first. This is the idea on which we were founded. If something isn’t right for the client, we will search for an alternative. If a client needs it, we strive to figure out a solution even if that means we have to build it ourselves. In fact, many of our services were born out of a need by our clients. 

That’s why we are constantly focused on building and updating our infrastructure to take care of many of the business operations tasks so you can give your clients your full attention.  

Erin Zylka, CFP®, AIF®, MBA
Founder, Kona Financial Planning
Mariner Independent

The advisor’s personal comments may not be representative of the experience or opinions of other advisors and there is no guarantee of future performance or success.

A Path That’s Right for You

We recognize that every advisor has unique needs. That’s why we offer multiple pathways to joining our team. You can join us by becoming a Mariner advisor or via acquisition — or you can own your own business by partnering with Mariner Independent. 

No matter which path is right for you — and we can help you figure it out if you’re not sure —  you’ll still be part of the Mariner team and the access that entails. 

The Mariner Momentum

It’s no secret that Mariner has grown. And we’re nowhere near done. We want to take everything that’s brought us success so far and expand it, so more clients and communities have access to financial services. That’s how we’ll continue to fulfill our purpose of positively impacting the lives of many. Are you ready to join us? 

Read more about the Mariner story and where we’re going. 

Discover how advisors are accessing the benefits of Mariner. Schedule a time to talk.