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Q&A:

What is the service or product you offer to RIAs?

Mariner Wealth Advisors’ goal is to help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. To do so, we seek to partner with leading wealth advisors who share our vision of providing comprehensive wealth planning services to help clients achieve their goals.

We provide advisors with industry-leading resources and support so they are free to focus on managing client relationships, first and foremost. We remove the distractions that so often plague advisors by providing back-office support related to finance, operations, compliance, legal, marketing, human resources, information technology and new business development. We provide access to best-in-class systems and resources. We know that in order to succeed as a firm, we need the talent and experience of a national network of trusted advisors. In order for you to succeed for your clients, you need the support and resources of an industry leader. You will find it at Mariner Wealth Advisors.

How do you differentiate your offering from competitors?

Mariner has been nationally ranked as a top advisor by Barron’s several years in a row.* We believe that providing clients the attention they deserve is beyond the capacity of any one individual. That’s why we take a team approach to serving clients.

One differentiator for our firm is that we separate the roles of business development and asset management from ongoing advice. This ensures that our advisory teams are free to focus on doing what’s best for clients, with an open architecture investment philosophy and no requirement to generate new business for the firm. It also ensures that each team member can focus on doing what he or she does best – either providing exceptional service to current clients, or working to develop new relationships.

* Barron’s ranked CEO Martin C. Bicknell and the teams at Mariner the #2 independent wealth advisor nationally in 2013 and 2014. Barron’s also ranked Bicknell the #1 advisor in the state of Kansas for 2009, 2010, 2011, 2012 and 2013. The Barron’s recognitions are based upon information compiled using data for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm.

What else would you like to say about your business?

Mariner Wealth Advisors is an independent, national advisory firm that provides unbiased advice focused on meeting client needs. Our services include:
  • Financial planning
  • Investment advisory services
  • Multi-generational wealth planning
  • Risk management
  • Philanthropy
  • Executive compensation planning
  • Business succession planning
  • Family office services
  • Retirement planning services
  • Insurance consulting
  • Tax consulting

For additional information, visit www.marinerwealthadvisors.com or www.joinmariner.com.

Click here for recent press about Mariner Wealth Advisors.


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