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(360) 714-8662

Mariner

Filed under: RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm

Mariner logo

Company info:

Marty Bicknell
Top executive: Marty Bicknell

913-904-5700

5700 W. 112th Street

Suite 500

Overland Park, Kansas, United States, 66211

RIA department info:

Kevin Corbett

Contact: Kevin Corbett

913-647-9721

kevin.corbett@marinerwealthadvisors.com

Etcetera:

  • 1537 FTEs

  • $500,000,000 Revenue

  • Founded in 2006


Q&A:

What is the service or product you offer to RIAs?

We offer RIAs and advisors the freedom to focus on serving their clients and growing their business, with the peace of mind of knowing that all other aspects of their business are cared for. When advisors join Mariner, they are supported by dedicated resources and diverse expertise to help their clients achieve their long-term objectives. Advisory Solutions Experienced professionals are standing by to support advisors in the areas of tax advice and preparation, estate planning and wealth transfer, retirement plans, risk management, business valuation and forensic accounting, and more. Offering this level of support is a differentiator for our firm, and it allows our advisors to focus on managing client relationships, with the confidence of knowing they have dedicated support to help clients navigate a wide range of challenges. Back-Office Support How much time do you currently spend cultivating new prospects, staying up-to-date on new tax laws, estate planning issues and risk management, interviewing job candidates and solving personnel issues, ensuring your practice remains compliant, coming up with ways to market your practice? Probably a lot. At Mariner, we support advisors in all non-core functions so they are able to spend 100% of their time helping clients achieve their financial goals. This support includes the following functions: • Human resources • Operations • Information technology • Finance • Marketing • Legal • Compliance Dedicated Business Development In addition to advisory solutions and back-office support, Mariner employs a dedicated business development team. These professionals solely focus on bringing in new clients and matching them with the advisor who best meets their needs. Your ONLY job is providing advice and retaining clients.

How do you differentiate your offering from competitors?

Our guiding principles are what differentiate us from our competitors. Client First. Associate Second. Shareholder Last. It’s not just a saying, it’s the driving force behind all of our decisions, from our organizational structure, to our office workspaces, to our various locations. We put the client first in all we do, understanding that to be able to do so, we must take care of our associates. From there, our firm is in a position to be successful. In addition, we have a full suite of in-house advisor solutions and teams of professionals, such as tax strategy and preparation, insurance, trust and estate planning.

What else would you like to say about your business?

For additional information about the paths we have for advisors, whether wanting to join Mariner or remain independent, visit www.joinmariner.com. For more information about the solutions we offer clients, our guiding philosophy and what makes us different, visit https://www.mariner.com.


Resources

Join Mariner

Learn more about how Mariner has a path for any advisor -- regardless of where you are in your career -- and how we can help you grow your business and take care of your clients. At Mariner, behind every advisor is access to a team of advisors. Whether you want to join our team as an advisor or maintain your independence, get support for taxes, insurance, estate planning, retirement advice and more.

Our Website

Mariner offers solutions for high-net-worth and ultra-high-net-worth individuals, families and businesses. The right support makes all the difference. That’s why our advisors have access to an in-house team of wealth management professionals. They use their know-how to tap into the right resources and solutions for your clients' complex wealth challenges. Because when advisors have access to a more collaborative approach, they get access to more sophisticated solutions.

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