Why Choose Us?

BUILT BY ADVISORS FOR ADVISORS

Your independence supported by our resources to enrich and grow your business.

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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.

Proven

Built using Mariner Wealth Advisors’ proven business model of offering its advisors access to in-house teams, technology and growth strategies

Ownership

We’ll help you create an LLC empowering you to own your business and enjoy financial control.

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Seamless Transition

Our dedicated transition team ensures your onboarding process is quick and efficient.

Simplicity

Optimize every aspect of your business with our robust, integrated technology stack.

Experience

Access to in-house advisory solutions including tax, investments and estate planning.

Business Development

Leverage our team of industry leaders, resources, digital and growth strategies, coaching and best practices to help grow & differentiate your practice.

Planning Focused

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.

Advisor Network

Collaborate with other advisors in the network to share what’s working for you and put best practices to work.

Technology-Driven

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.

 

Best Practices

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.

Challenges financial advisors face

Your Toughest Challenges, Solved.

12 challenges advisors face & how to overcome them.

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