Resources Available for You & Your Clients

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Access to Many Resources

You’ll have access to our tools and resources as well as to our experienced and knowledgeable advisors in locations across the country, all to help you expand your business and exceed client expectations.

Customized Services and Strategies

As a CPA Alliance partner, you’ll be able to collaborate with our in-house teams to offer your clients comprehensive wealth management services.

Investment Management

Developing a portfolio with proper diversification by leveraging experienced investment managers.

Specialty Tax Services

Partnering with businesses and individuals to create financial strategies and offer advice designed to address tax concerns and facilitate opportunities for growth.

Insurance Solutions

Utilizing insurance to create strategies to help protect your clients’ assets and life.

Cash Flow Management

Helping your clients track personal and business income and expenses while looking for planning opportunities.

Wealth Transfer Planning

Ensuring your clients’ wishes and desires for leaving assets or a legacy are in place.

Investment Opportunities

Open architecture investment platform with access to alternative investment strategies.

Family Office Services

Act as a family CFO by coordinating your clients’ family-related financial matters and facilitating meetings with generations of family members.

Business Succession and Valuation Planning

Helping entrepreneurs grow and transition their businesses and provide valuation reports.

Mariner does not provide all services listed on this page. Some services are provided by affiliates and are subject to additional fees.

Why Partner With Us

Mariner’s CPA Alliance program is designed to help you stay competitive while growing your firm.

Learn Why CPAs Partner With Us

Lisa

"Partnering with Mariner through their CPA Alliance allows us to bring a comprehensive approach to our client service platform."

Lisa Wall

Hogan - Hansen, P.C.

Lisa Wall is an independent Investment Advisor Representative with Mariner. The comments expressed may not be representative of the experience of other advisors and there is no assurances that any advisors will experience a certain level of results or satisfaction if engaged in the CPA Alliance Program.

DeAnn

"This affiliation has helped to deepen the client relationships while maximizing the clients’ tax efficiency."

DeAnn Morgan

DeAnn Morgan, CPA, PC

DeAnn Morgan is an independent Investment Advisor Representative with Mariner. The comments expressed may not be representative of the experience of other advisors and there is no assurances that any advisors will experience a certain level of results or satisfaction if engaged in the CPA Alliance Program.

Leo

"Working with Mariner and their CPA Alliance brings a holistic approach to our client relationship."

Leo Panzer

Senior Wealth Advisor
Infinity CPA Group

Leo Panzer is an independent Investment Advisor Representative with Mariner. The comments expressed may not be representative of the experience of other advisors and there is no assurances that any advisors will experience a certain level of results or satisfaction if engaged in the CPA Alliance Program.

Ready to Get Started?

We will collaborate with you throughout the client’s relationship cycle, because we believe that tax and wealth management strategies should complement one another.

Connect With Brian Leitner

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.