We provide you with everything you need to help differentiate your wealth management practice, enhance your value proposition and support you and your clients.
From back-office operational functions, to keeping up with technical planning strategies, to making sure you remain compliant, when you join Mariner Platform Solutions, the comprehensive support you receive will give you time back so you can spend more time growing your wealth management practice and less time running it.
Why Choose Us
Built by the same team that built Mariner Wealth Advisors into the firm it is today. We offer you access to those same resources to help you stay independent, elevate your business and expand client services.
Think of us as advisors with a loftier goal. We offer our advisors support related to designing wealth plans that include tax, estate, trust, investments and insurance strategies and solutions to help clients meet their goals.
We offer wealth advisory solutions for designing wealth plans that include tax, estate, trust, investments, insurance and retirement planning to help clients meet their goals.
RESOURCES & ADVISORY INDUSTRY INSIGHTS
In this video you will hear from Anand Sekhar, Vice President, Practice Management & Consulting, Fidelity Institutional and Brian Leitner, Head of Mariner Platform Solutions. Here’s a preview of the topics Anand covered: How to gain business efficiencies so you...
Tune in to hear Mariner Wealth Advisors' Chief Investment Strategist and Head of Equities Jeff Krumpelman and Chief Investment Officer Katrina Radenberg share their market outlook for the second half of the year. Among the questions they’ll tackle: Have we simply...
Mariner Wealth Advisors Continues its Expansion with the Acquisition of The Financial Services Network
Acquisition Expands Firm’s Advisor Network and Broadens Platform Offerings for Independent Financial Advisors Overland Park, Kan. – July 19, 2022 – Mariner Wealth Advisors today announced the acquisition of The Financial Services Network (“The Network”), a national...
Affiliate of Mariner Wealth Advisors Continues to See Sustained Growth Overland Park, Kan. – March 30, 2022 – Mariner Platform Solutions today announced that Newport Beach, Calif.-based Ocean Heights Advisors has leveraged its platform to launch as an...
Supports advisors’ long-term, sustainable growth by providing investment support, practice management resources and back office services Overland Park, Kan. – April 16, 2020 – Mariner Wealth Advisors announced today the creation of Mariner Platform Solutions, a...
My affiliation with Mariner Platform Solutions allows me to deliver a boutique experience for my clients, serving as a true fiduciary, backed by institutional thought leadership and support.
I could make more of an impact with my clients and pursue my business plan the way I wanted to, with a supportive team around me to help make it happen.
My motivation to leave my firm was rooted in my belief that the old way of doing business would not work in the future.
Are you ready to start a conversation?
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