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Offering just retirement planning and portfolio management is no longer enough to remain competitive in today’s market.
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"I have the freedom, flexibility and financial rewards of owning my business – without the headaches."
Rehan Chaudhry
Partner Advisor, AdvicePeriod
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.
"I now have more time to focus on clients and thoughtfully grow our team and the number of clients we serve. Equally important, I have access to in-house professionals to further develop my skill sets as an advisor and leader."
Joshua Goldman, Ph.D., CFA
Director & 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.
"My affiliation with Mariner Independent allows me to deliver a boutique experience for my clients, serving as a true fiduciary, backed by institutional thought leadership and support."
Giti Khalsa
Founder, Pace 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.
"I’m a planner at heart, so I need to know I’m going to have support down the road. My goal is to double my AUA in two years. I knew I would have the opportunity to do that here."
Rachel Vivian, 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.
The Right Support Makes All the Difference
CEO’S TAKE
Why choose Mariner?
Marty Bicknell
Chief Executive Officer & President
Work Smarter, Not Harder. Access More for Your Clients With Mariner.
