Mariner Independent Benefits & Resources
Partner With Mariner for Support and Value
We know the right support makes all the difference. You don’t have to choose between independence and support when you partner with Mariner. We strive to give you back your time by providing access to a team of in-house advisory specialists and services along with reputable custodian and compliance support.
Because success looks different to everyone, we offer a wide range of services to help fulfill your varied personal aspirations and business objectives. So, whether you want to boost revenue, pursue independence, expand via acquisition or pass your business to the next generation, we’re here to give you the support you need to reach your goals.
Our Service Model
We’re here to help you focus on what you do best: serving your clients. When you partner with us, you’ll have access to a comprehensive group of advisory solutions teams, as well as a varied range of investment solutions, to help meet your clients’ needs. We also support your practice through practice management resources, a complete technology package and functional support.
Advisory Solutions
You’ll have access to our in-house specialist teams to help find sophisticated solutions to nearly any challenge a client might bring to you. With firm expertise at your disposal, your access to expertise will be both broad and deep.
Specialist Teams include:
- Tax Planning and Preparation: Our in-house tax team can provide proactive analysis and year-round planning to complement a client’s overall wealth plan.
- Insurance Solutions: From complex estate planning insurance needs to basic income replacement strategies, our team can help you create and execute a plan.
- Trust Services: Mariner Trust Company consults on trust structure, provides trust administration services and can serve as a successor trustee.
- Mariner Institutional: We provide research-driven and customized investment advisory, fiduciary and retirement plan solutions. We help our clients fulfill their institutional investment mission, manage fiduciary responsibilities, and achieve long-term financial objectives.
- Investment Banking and Valuation Advisory Services: We provide business valuations and M&A advisory services for business owners with at least $1.5M in EBITDA or individuals who require valuations for gifting and long-term financial and estate planning, etc.
- Mariner Financial Wellness
- Specialty Tax Services
Investments
- Mariner Investment Services*
- Mariner Model Portfolios: Our proprietary, principle-based investment approach.
- Mariner’s Separately Managed Account (SMAs)**
- Investment Operations Platform: We help streamline trade execution while seeking to secure preferred pricing with custodians and investment managers, helping to ensure efficient transactions and cost-effective management of your client’s portfolio.
*Additional fee to advisor may apply.
** Additional fee to client.
Practice Management
In addition to providing services for you to help your clients, we’ve invested in resources and programming to help you grow and manage your business.
- Proposal Generation Services: We’ll help you craft compelling, customized proposals for prospective clients.
- Financial Planning Services: Our financial planning service empowers advisors by creating comprehensive financial plans and navigating complex scenarios.
- Advisor Development Program: Eligible advisors can participate in our yearlong program consisting of monthly webinars accompanied by a variety of supplemental materials, such as client deliverables, training videos and demos, process guides and educational articles. Presenters include professionals from inside the broader Mariner organization as well as external professionals.
- Advisor Coaching and Growth Strategy: Qualifying advisors can take advantage of our personalized consulting and coaching program where we help translate “good ideas” into executable tactics.
Technology
Having an optimized tech stack has proven to be a game changer for our independent advisors by saving them time and helping them gain efficiency in their practices. As a Mariner Independent advisor, you’ll have access to our core technology package, approved platform architecture and technology support and consulting services.
Your suite of integrated technology solutions includes communication platforms for email, journaling, collaborating with internal team members, virtual meetings and texting; secure file sharing and storage; analysis tools for portfolio and risk tolerance, financial planning, tax planning and investments; systems to automate marketing and social media; and more.
Functional Support
Mariner Independent advisors also receive support to help keep the day-to-day operations of their practice running smoothly.
- Transition support to get you fully onboarded
- Services support to help you navigate our suite of products and services while also facilitating escalations with our custodial partners
- Compliance oversight provides continual monitoring, registration assistance and management of regulatory filings to help ensure your operations meet regulatory standards
- Marketing, which includes an Advisor Toolkit full of educational materials from practice management resources to white-label content you can brand to use
Lizz Schneider, CFP®
Founder, Infinity Wealth Company
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.
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.