Meet Mariner Advisors

We believe in growing, adapting and innovating. We make a positive impact for our advisors, clients, associates and communities. Always surrounding great advisors with access to a team of great advisors — and always putting clients first. This is the Mariner Way.

Hear from both Mariner Wealth and Mariner Independent advisors about the impact the firm has had on their careers and their clients.

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Access is crucial. I can’t say that enough. And the fact that it’s not just access for me, but access for my clients and every single person with whom I’m going to interact during the course of the next several decades, you can’t beat that.

Mari Peralta, CFP®
Senior Wealth Advisor, Mariner

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When I came across the Mariner platform and being able to see the level of resources that we would be given access to as a firm, it just made sense.

Omar A. Morillo, CFP® ChFC® AIF®
Founder, Imperio Wealth Advisors
Mariner Independent

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I now have more time to focus on clients and thoughtfully grow our team and the number of clients we serve. Equally important, I have access to in-house professionals to further develop my skill sets as an advisor and leader.

Joshua Goldman, Ph.D., CFA
Director & Senior Wealth Advisor, Mariner

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Mariner is the real deal. The investment in people here is incredible.

Maja Janko, CFP®
Senior Wealth Consultant, Mariner

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Seeing their passion for what they do and how they support the advisors, it felt like somewhere that I wanted to be.

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

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The people here are incredible. Everyone is willing to give the expertise to be able to serve clients in the way that makes me feel fulfilled as an advisor.

Amanda Wilson Long, CFP®
Senior Wealth Advisor, Mariner

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The fact that we have access to resources and our clients have the access through us is just great.

Raoul Rodriguez, CFP®
Senior Wealth Advisor, Mariner

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

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.