Wealth Management Platform for Advisors

Comprehensive Support To Enrich and Grow Your Advisory Business
Why Choose UsContact Us

We provide you with everything you need to help differentiate your 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 business 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

WATCH NOW: THE FUTURE OF WEALTH ADVICE WEBINAR

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...

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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.

Giti Khalsa

Founder, Pace Wealth Advisors

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.

Lizz Schneider

Founder, Infinity Wealth Company

My motivation to leave my firm was rooted in my belief that the old way of doing business would not work in the future.

Dan Legault

Partner Advisor, AdvicePeriod

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