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Navigate Common Challenges

Overcome Your Advisory Firm's Biggest Obstacles

Between back-office operations, technology issues, compliance concerns and everything in between, is your business keeping up? Download our white paper and discover how to navigate the daily challenges of running your firm. Download here.

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Omar
Omar

"When I came across the Mariner platform and being able to see the level of resources that we would be given access to as a firm, it just made sense."

Omar A. Morillo, CFP® ChFC® AIF®

Founder, Imperio Wealth Advisors
Mariner Independent

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.

Mari
Maria

"Access is crucial. I can’t say that enough. And the fact that it’s not just access for me, but access for my clients and every single person with whom I’m going to interact during the course of the next several decades, you can’t beat that."

Mari Peralta, 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.

Raoul
Raoul

"The fact that we have access to resources and our clients have the access through us is just great."

Raoul Rodriguez, CFP®, EA

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.

Erin
Erin

"I know that the backend operations that need to happen to run any successful business are being taken care of by professionals and people who are experienced in their field."

Erin Zylka, CFP®, AIF®

Founder & President, Kona Financial Planning
Mariner Independent

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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Spend More Time Growing, and Less Time Running, Your Business

Feeling overwhelmed by all the logistics that come with managing a business? Learn how to maintain your independence while gaining the support you need to succeed.

CEO’s Take

Why choose the network?

  1. A flexible service model that includes six areas of focus to help you build and grow your practice.
  2. Back-office support frees up time for clients.
  3. Access to a larger infrastructure and network while maintaining the independence you deserve.

Marty Bicknell

Chief Executive Officer & President

Your Not Alone - Learn

Despite loving your career, as an independent advisor you’re bound to face challenges. Learn how to takle common hurdles so you can focus on what matters most.

Fill out the form to download the guide and overcome your challenges today

We offer all the services needed by financial advisors to maintain and grow their business while supporting their clients.

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