At a Glance

Mariner Platform Solutions was created for advisors who wish to transition to independence and maintain their focus of serving clients, but lack the resources or capabilities to build their own infrastructure to support it.

  • A fee for service model, that allows the advisor the ability to manage their own brand and build enterprise value for the future
  • You own and control 100% of the business and you retain your brand; we supply the back-end support

  • You will be affiliated with a national brand, Mariner Wealth Advisors, who has demonstrated experience in building a national firm
  • Your focus is solely on what you do best…serving clients and growing your business

  • Access to advanced thought leadership and broad industry knowledge
  • Compliance, outsourced CIO function, and end-to-end technology suite
  • Advisory solutions available to help you provide comprehensive wealth advice, including trust services, tax, investment banking and valuation and insurance

Support for wealth Advisors

Do you want to focus and spend more time delivering the client-advisor experience and attracting more clients and advisor talent to your practice, but you are continually bogged down with the day-to-day back office function required to operate your business? Or, maybe you want to continue to grow and build the enterprise and equity value of your brand and business. Are you looking for a partner who can provide operational scale and efficiency without increasing your overhead costs? When you are part of Mariner Platform Solutions we provide you support on everything from investments to compliance to IT to marketing.

Solutions for Wealth Advisors

Our in-house teams of experienced professionals in tax, trust, insurance, retirement plans and risk management help you provide comprehensive holistic wealth management to your clients.

TAX PLANNING AND PREPARATION

Our experienced tax professionals strategize and implement ideas to help marry tax and investment strategies, including preparation of returns.

TRUST SERVICES

Work with our trust professionals to provide a comprehensive approach to the entire client picture. Because we understand the need for a personalized approach to meet each client’s particular objectives, our team administers a wide range of trusts and trust services.

INSURANCE SOLUTIONS

Advisors work with our experienced risk management associates who help protect clients against contingencies that could derail their financial goals.

MARINER CAPITAL ADVISORS

Advisors work with knowledgeable merger and acquisition associates who provide investment banking, valuation advisory, forensic accounting services and succession planning resources to a diverse set of clients.

RETIREMENT PLAN SOLUTIONS

Our retirement plan solutions team advises companies on their retirement plan, including plan design, investment selection, asset allocation, investment policy statement preparation and maintenance, and fiduciary support.

MPS does not directly provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees.

Investment advisory services provided through Mariner Platform Solutions, LLC (“MPS”). MPS is an investment adviser registered with the SEC, headquartered in Overland Park, Kansas. Registration of an investment advisor does not imply a certain level of skill or training. MPS is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MPS transacts business and maintains clients. MPS is either notice filed or qualifies for an exemption or exclusion from notice filing requirements in those states. Any subsequent, direct communication by MPS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.

Investment Adviser Representatives (“IARs”) are independent contractors of MPS and generally maintain or affiliate with a separate business entity through which they market their services. The separate business entity is not owned, controlled by or affiliated with MPS and is not registered with the SEC. Please refer to the disclosure statement of MPS for additional information.

For investment professional use only.