Mariner

Access a Wealth of Resources To Power Your Advisory Practice

At Mariner, we understand the challenges advisors face when trying to drive growth while juggling logistical details. That’s why we provide access to extensive wealth management resources and back-office support. We can help you grow your practice and put your clients first. Interested in learning more? Schedule time to talk with Alex.

Alex Murphy
Managing Director
203-561-2452 | Email Alex

 

Omar
Omar

"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

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.

Mari
Maria

"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

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.

Raoul
Raoul

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

Raoul Rodriguez, CFP®, EA

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.

Erin
Erin

"I know that the backend operations that need to happen to run any successful business are being taken care of by professionals and people who are experienced in their field."

Erin Zylka, CFP®, AIF®

Founder & President, Kona Financial Planning
Mariner Independent

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.

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Every advisor gains access to a team of advisors and a wealth of support.

We offer two paths – join the Mariner team or partner with Mariner Independent. Both options provide access to resources for taxes, insurance, estate planning and more. All designed to help you grow your business and solve your clients’ complex wealth challenges.

Is The Mariner Way a Good Fit For You?

We want to partner with advisors who share our client-first philosophy. If you’re interested in providing exceptional service to clients while gaining time to grow your practice and achieve your own goals, let’s talk.

Mariner

Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. See the full disclosure here.

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