Founded in 2006 and operating publicly as Mariner Wealth Advisors, the firm was established on the principle of acting as a client's advocate, providing comprehensive and customized wealth management services. Its mission is to help clients and their families navigate their financial future, solve their financial challenges, and achieve their goals. The company has grown significantly through both organic expansion and strategic acquisitions of other advisory firms across the United States, offering a wide range of services including financial planning, investment management, retirement planning, tax services, and estate planning to a diverse client base of individuals, families, and institutions.

Founded in

United States