Wealth Management Platform for Advisors
Comprehensive Support To Enrich and Grow Your Advisory Business Why Choose UsContact UsWe 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.
Advisor Support
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.
Advisory Solutions
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
Medicare Q&A
Here are answers to Medicare enrollment questions your clients may be asking:Q: If I am still working, can I postpone enrollment? A: It depends. If you’re employed when you turn 65, you can stay on your employer-provided group health plan and defer Medicare as long as...
Watch Now: Helping to Secure Your Clients’ Retirement: Transforming Social Security into Winning Strategies
In this webinar, the Mariner Platform Solutions team chats with Michael Graci, Director, Practice Management & Investment Education Specialist at BlackRock. Mr. Graci provides insight on current Social Security trends, rules for collecting Social Security and much...
WATCH NOW: THE FUTURE OF WEALTH ADVICE WEBINAR
Where is the Financial Services Industry Going? Brian Leitner, head of Mariner Platform Solutions, and industry pioneer and visionary Steve Lockshin, founder and principal of AdvicePeriod, discuss where the wealth advice industry is headed, how advisors can grow and...
SUCCESS STORIES
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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