Home 5 Success Stories 5 Pathways to Success: Wealth With Options

Pathways to Success: Wealth With Options

Advisor Snapshot

Advisors: Ryan Goldenhar, CFA^®, CFP^® and Jackie Lewis, CFP^®, MBA
Current Location: San Diego, CA
Founded: 2022

Number of Associates: 2 advisors
Affiliated with Mariner: 2022

{

What Mariner does differently, which I think really helps my clients, is to provide a vast array of expertise that I can bring to them, which I wouldn’t be able to do on my own.

Jackie Lewis, CFP^®, MBA
Co-Founder, Wealth With Options
Mariner Independent

The advisors’ personal comments may not be representative of the experience or opinions of other advisors and there is no guarantee of future performance or success.

Latest Resources

Ocean Heights Advisor’s Strategic Succession to Mariner

Success Stories

For Kevin Barlow, managing partner of Ocean Heights Advisors, the transition from Mariner Independent to becoming a fully integrated Mariner advisor wasn’t an abrupt decision—it was the culmination of a well-planned, multi-year journey.

Keys to Effective Succession Planning

White Papers

It’s no secret that a large percentage of the industry’s wealth advisors lack formal succession and liquidity plans. The good news: No matter the reason, and regardless of what point you may be at in your career, there are plenty of solutions available to achieve your...

Reignite Growth with the Right Model

Insights

Choosing the right business model is essential for wealth advisors seeking to grow their practices and better serve clients. Many advisors face setbacks when their initial choice doesn’t align with their goals, leading to stagnation and frustration. This guide...

Join the Mariner Momentum

At Mariner, behind every advisor is access to a team of advisors — whether you want to join our team as an advisor or maintain your independence. Fill out the form below and our advisor talent team will be in touch soon.