Mariner Wealth Advisors

At a Glance

Providing comprehensive wealth advice has become more complex over the years. For those who do not have a team approach, the advisors are required to be experts in every facet of wealth management. When you’re a part of Mariner Wealth Advisors, we surround you with the resources to help make you successful in navigating your client to their goals.

National Firm, ranked in the top four 2016-2019 RIA firms by Barron’s.
Culture is Key – For 14 years, our culture has centered around putting the client first. We feel strongly about it; we’ve built it into our mission statement: Client First, Associate Second, Shareholder last.
Bifurcation of Duties – We separate giving advice from business development, investment management and back office…Your only job is providing advice and retaining clients.
Advisory solutions – We make it easy for you to advise your clients on all aspects of their financial life by having trust services, tax planning and preparation, investment banking and valuation group, retirement plan solutions and insurance solutions.

When you join Mariner Wealth Advisors, you no longer need to be a jack of all trades. We cover the back-end of doing business for you and you will no longer be responsible for bringing in new business. In the words of senior wealth advisor Suzanne Wheeler, separating business development and the running of the firm from working with the clients is a tremendous asset.

Transitioning to Mariner Wealth Advisors: We make it easy

Switching firms and transitioning your clients can seem daunting and overwhelming. We make the transition easy for you and your clients.

Experienced practice management and operations specialists walk your team step-by-step through the transition
Dedicated service teams at several major custodians support you and your clients through the onboarding process
100% of Mariner Wealth Advsiors’ tools, resources and back office support such as compliance, marketing and IT are available on day 1
Also on your first day, operations will begin handling tasks such as trading, billing, reporting and more

Mariner Wealth Advisors By The Numbers

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Resources for You

Providing comprehensive wealth advice has become more complex over the years. For those who do not have a team approach, the advisors are required to be experts in every facet of wealth management. When you are part of Mariner Wealth Advisors, we surround you with resources to help make you successful in navigating your clients to their goals.

We have built a comprehensive team with experience in the areas of tax advice and preparation, estate planning and wealth transfer, retirement plans and risk management. Offering these under one roof saves clients time and reduces the changes of an element being overlooked.

In The News

On The AdviceTech Revolution video podcast, Marty Bicknell, CEO of Mariner Wealth Advisors how their success is based on putting the client first, their people second and shareholders last.

Mindy Diamond on Independence Podcast: Inside Baseball on Building and Growing an Independent Firm – with Marty Bicknell

For Investment Professional Use Only.

MWA does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.

Mariner Wealth Advisors (“MWA”), is an SEC registered investment adviser with its principal place of business in the State of Kansas. Registration of an investment adviser does not imply a certain level of skill or training. MWA is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MWA maintains clients. MWA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by MWA 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 MWA, including fees and services, please contact MWA 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.

Securities offered through MSEC, LLC, Member FINRA & SIPC.