Why Choose Us? › Success stories

Don't Take our word for it

Top advisors from across the country are discovering how Mariner Platform Solutions is the special sauce that energizes business.

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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

AdvicePeriod offered me the freedom, flexibility, and financial rewards of owning my business – without the headaches.

Rehan Chaudhry

Partner Advisor, AdvicePeriod

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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