Our wide range of services includes specialty areas of focus to help you build and grow your practice along with strong strategic partnerships with leading custodial institutions. Our robust back-office support helps free up time for you to spend directly on your clients. With Mariner as your partner, we’re confident you’ll enjoy our optimized tech stack, ongoing educational opportunities and a team of support and in-house professionals. You’ll be able to unlock potential for your clients and your practice.

Access in-house professionals in specialty areas including tax, insurance, estate planning and more. We’ll help you run your business and provide the resources you need to focus on developing clear solutions to your clients’ complex challenges. You’ll have access to personalized coaching to help you grow your practice, as well as a financial planning team acting as an extension of your own.

We also offer an affiliation model for advisors looking to maintain their relationship with LPL Financial while partnering with us. This independent affiliation is part of our Mariner Advisor Network offering*, providing simplified support, including compliance and transition assistance, along with access to business consulting.

* Advisors can choose to manage their business on the corporate RIA offered through LPL Financial or as hybrid/RIA Only through Mariner’s RIA to gain access to either custody and/or brokerage support.

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