Leveraging the best practices of top-ranked Mariner Wealth Advisors for advisor support, we help advisors grow their practices, especially as the industry evolves.
Comprehensive support so you can spend more time growing your business and less time running it.
Built using Mariner Wealth Advisors’ proven business model of offering its advisors access to in-house teams, technology and growth strategies
We’ll help you create an LLC empowering you to own your business and enjoy financial control.
Our dedicated transition team ensures your onboarding process is quick and efficient.
Optimize every aspect of your business with our robust, integrated technology stack.
Access to in-house advisory solutions including tax, investments and estate planning.
Leverage our team of industry leaders, resources, digital and growth strategies, coaching and best practices to help grow & differentiate your practice.
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.
Collaborate with other advisors in the network to share what’s working for you and put best practices to work.
Technology is always changing. We’re at the forefront of leveraging the latest solutions to better serve clients, be more efficient and quickly scale your business as you grow.
Our practice management team offers advisors tools and strategies for enhancing the client experience, demonstrating the value of their advice and growing their practices.
Frequently Asked Questions
You ask, we answer. Explore these frequently asked questions from advisors considering partnering with Mariner Platform Solutions to power their practice.
Who is the typical advisor at Mariner Platform Solutions?
Mariner Platform Solutions is typically used by advisors or a team of advisors who are entrepreneurial and are seeking to break away from their current firm, or who have started a firm but need additional resources and support. It’s also for registered investment advisory firms who are looking to outsource day-to-day operations.
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