Wealth Management Solutions for Advisors

Access to Tenured Teams to Grow & Scale Your Business

Through Mariner Platform Solutions, you’ll immediately have access to the leadership team plus experienced professionals across business functions who are here to help you run, grow and scale your business while building your brand.

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Leadership Team



Head of Mariner Platform Solutions



Managing Director, Corporate Development - Central Region

Tom O’Sullivan

Tom O’Sullivan

Managing Director, Business Development - East Region

Matt Lovejoy

Matt Lovejoy

Managing Director, Business Development - West Region

Aisling Carroll

Aisling Carroll

Managing Director, Mariner Platform Solutions

Cross-Department Solutions


Staying up to date on rules and regulations and ensuring you or your firm is following best practice guidelines can be overwhelming and time consuming. Our compliance team will provide investment advisor representative (IAR) compliance and oversight.

Operations and Billing

 Operations and billing can take up a large portion of your time, pulling you away from working with clients. Our team manages client onboarding and your operational needs through entire client relationship, including billing and working with custodians. 



Tired of worrying about possible data breaches or software updates? Our team provides advisors with specialized technology-oriented solutions helping ensure they have the tools to serve their clients and help protect their personal data.




Whether you’re an established brand with your own website, or an advisor just starting out on your own, our marketing team can help you manage your brand, attract prospects, solidify client communications and develop a strategy that includes creating or enhancing your digital presence.


Wealth Advisory Solutions Teams

Investment Management

With access to our investment team, products, solutions and investment strategies, we can design and manage an investment portfolio for your clients, or you can manage the portfolios yourself.

Tax Strategies & Preparation

For advisors who engage with our tax department, our more than 100 CPAs and other experienced tax professionals can assist with proactive tax strategies and advice, and tax preparation and filing.

Trust Services

We help you develop a trust strategy for clients while ensuring their assets are passed according to their wishes in a tax-efficient manner. In addition, your clients can use Mariner Trust Company as a corporate trustee or successor trustee.

Insurance Solutions

Our risk management team can help ensure your clients’ insurance coverage aligns with their goals to protect their family and assets, plus review and recommend products.

Mariner Capital Advisors

Our merger and acquisition professionals provide investment banking, valuation advisory, forensic accounting services and succession planning resources for advisors and their 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.

Practice Management

Our team of experienced professionals offer resources and advice to help advisors grow and strengthen their practices.


Thanks for your interest in our platform designed to help you grow your business your way. Complete the form, and we’ll connect with you soon.

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5700 W. 112th St., Suite 500
Overland Park, KS 66211