Mariner Advisor Benefits & Resources
Access Support You Need to Succeed
When you join Mariner, you become part of a collaborative team that spans the entire firm. The team members and resources you’ll have access to as a Mariner advisor will allow you to serve your clients and build your practice, including:
- Teams of in-house specialists across multiple disciplines working with you to find sophisticated solutions for your clients’ challenges.
- Support teams that will handle the back-office parts of the business, freeing you up to focus directly on client services.
- Practice management resources to help you grow your practice, including training courses and advisor development programs.
In-House Expertise
Your clients are looking for a depth of knowledge and customized solutions. We leverage the experience and wisdom of the extended Mariner team to equip you to deliver. Specialist teams include:
Estate Planning and Trust Services
To extend advisor/client relationships to the next generation, our trust and estate planning professionals provide services and strategies to help clients and their families accomplish what’s most important to them.
Tax Planning and Preparation
Our experienced tax professionals can help integrate tax and investment strategies for your clients.
Specialty Tax Services
Our specialty tax team manages the complicated tax landscape to help ensure the highest level of tax efficiency for growth and future success with credits, incentives and other benefits:
- Research and Development
- Cost Segregation
- Employee Retention Tax Credit
- Energy Efficient Commercial Buildings Deduction (179D)
- Energy Efficient Home Credit Analysis
- Fixed Asset Services and Accounting Methods
Investment IQ
As part of an overall wealth management plan, our investment team provides traditional tools and resources needed to build and support client portfolios and relationships. The overall goal is to help provide advisors scalable solutions to meet client needs, including:
- Economic and Market Outlook
- Manager Research
- Portfolio Management
- Education and Training
Investment Banking and Valuation Advisory
Our professionals have experience providing mergers and acquisitions advisory and business valuation services to companies of all sizes across a wide range of industries:
- Investment Banking Advisory
- Business Valuation Advisory
- Succession Planning
Insurance Solutions
Our experienced risk management professionals can help ensure your clients’ insurance coverage aligns with their goals to protect their family and assets.
Traditional and Discretionary Retirement Plan Services
Our Mariner Institutional team utilizes an open architecture approach that can be implemented within a non-discretionary or discretionary framework, including:
- Investment Policy Statement
- Asset Allocation and Asset Liability Analysis
- Manager Research and Selection
- Operational Due Diligence
- Open Architecture Approach
- Performance Measurement
- Retirement Plan Design
- Service Provider Selection
- Client Education
- Fee Benchmarking
Specialty Business Service Offerings
Across our Mariner Workplace offering – we also specialize in business solutions for every employee.
- Financial Wellness
- Executive Planning
- Corporate Offerings
Back Office Resources
We’ve built the infrastructure to help take the administrative work off your plate. While you focus on your clients, we’ll provide support for:
- Technology
- Accounting and Finance
- Regulatory Compliance
- Human Resources
- Marketing
- Legal
Practice Management Support
Our advisor training and development programs are proven to help you grow your practice. In 2023, advisors who were highly engaged in training and support grew their revenue by 90%.* These resources include:
- On-demand courses, like Planning Tech 101 and Core Competencies: Estate and Tax Planning
- Live webinars, including The Mariner Way Advisor Training and Referral Program Sales Training
- Study groups, both on topical industry issues and specific client-focused challenges
- Coaching sessions, on growing your business, team communications and more
- In-person training, including MarinerWeek and the National Advisor Meeting
*The results are not representative of all advisors and there is no guarantee of performance or success.
Joe Azzopardi, CFP, CPWA
Senior Wealth Advisor, Mariner
Joined February 2022
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.
Some of the services referenced herein are provided by affiliates and are subject to additional fees. For additional information refer to https://www.marinerwealthadvisors.com/legal/.
Interested in Learning More?
Discover how advisors are accessing the benefits of Mariner. Schedule a time to talk.
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.