Mariner

Planning Together the Mariner Way

Learn how Mariner partners with advisors to provide the tools, support and expertise needed to have a positive impact on your clients.

-> Watch this video to hear more from our advisors. 

Your Mariner Team

Behind Mariner’s culture of excellence is an innovative team of advisors, all working together to solve complex challenges.

Choose from two paths – join the Mariner team and become a Mariner Wealth advisor or partner with Mariner Independent.

Both options provide a wealth of support across areas of expertise, including tax, estate planning, insurance and more to help you grow your business and solve your clients’ complex wealth challenges.

Kurt
kurt schindler

"How Mariner works is how I believe financial planning should be. It's a planning process, needs of the client are taken care of, and then we find the solutions for them."

Kurt A. Schindler, Ph.D., 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.

Danielle
Danielle Washington

"'No client is too small. Everybody deserves a financial plan.' That really resonated. For me, it solidified my decision to be here."

Danielle Washington

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.

Kate
Kate Keller headshot

"I have no regrets. I do truly believe that this was the right firm and the right decision for me and for my career personally."

Kate Keller, 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.

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Access more for your clients with Mariner. Start the conversation today.

Whether you are interested in joining Mariner as a firm advisor, or gaining access to a range of advisory resources via Mariner Independent, we can help accelerate your wealth management practice. Let’s talk.


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