# Mariner Wealth Advisors, LLC
*Also known as Mariner*

- Website: https://www.marinerwealthadvisors.com
- Agent profile: https://directory.haycion.ai/agents/marinerwealthadvisors-com

> Mariner Wealth Advisors is a fiduciary wealth advisory firm delivering integrated planning and investment management to individuals, families, business owners, and institutions.

Mariner Wealth Advisors, LLC is a financial services firm that provides holistic wealth management and advisory services to individuals, families, business owners, medical professionals, and institutional clients. The firm emphasizes a fiduciary, client-first approach and leverages integrated teams across planning, investment management, tax planning, estate planning, risk management, trust services, and related capabilities. By combining in-house specialists with affiliate partners, Mariner aims to deliver coordinated guidance that aligns financial decisions with clients' goals, values, and life circumstances. Its services span comprehensive financial planning, portfolio construction and ongoing oversight, retirement and tax planning, estate and wealth transfer strategies, and business succession planning. Across both personal and business channels, the organization seeks to simplify the wealth management process, foster long-term financial resilience, and support clients through major life events. Privacy and accessibility are highlighted as core commitments, alongside community involvement and education about financial well-being. The firm positions itself as a comprehensive resource for individuals and organizations seeking objective, fiduciary advice, delivered under one roof with cross-disciplinary collaboration.

**Mission:** To provide holistic, fiduciary wealth guidance that helps individuals, families, business owners and institutions achieve their financial goals through integrated planning, disciplined investment management, and in-house collaboration.

## Products & Services

### [Wealth Management Services](https://www.marinerwealthadvisors.com/our-services/individual/wealth-planning/)
*Solution*
A personalized approach to financial planning, investment management, and tax efficiency.

- **Comprehensive Financial Planning** — Achieve Financial Goals
- **Investment Management** — Ensure Portfolio Alignment
- **Tax Planning and Preparation** — Maximize Tax Efficiency
- **Estate and Charitable Planning** — Preserve Wealth
- **Growth Strategies for Business Owners** — Maximize Business Wealth

### [Investment Banking and Valuation Advisory](https://www.marinerwealthadvisors.com/our-services/business/investment-banking-and-valuation-advisory-services/)
*Service*
Achieve strategic financial objectives through expert advisory in mergers, acquisitions, and valuation.

- **Sell-Side Investment Banking and Valuation** — Facilitate Successful Sales Transactions
- **Financial Reporting and Regulatory Support** — Ensure Compliance and Reporting Accuracy
- **Comprehensive Transaction Support** — Streamline Complex Transactions

### [Risk Management and Insurance Solutions](https://www.marinerwealthadvisors.com/our-services/business/risk-advisory/)
*Service*
Optimize risk management through integrated insurance solutions.

- **Coverage Design and Administration** — Design Tailored Insurance Programs
- **Integrated Risk Advisory Services** — Align Insurance with Financial Goals
- **Claims Management** — Streamline Claims Processes

### [Trust and Estate Services](https://www.marinerwealthadvisors.com/our-services/individual/trust-services/)
*Service*
Comprehensive trust services to ensure asset protection for future generations.

- **Asset Distribution Planning** — Facilitates Planned Asset Transfers
- **Review and Design of Trust Documents** — Personalizes Trust Framework
- **Tax-Efficient Trusts** — Minimizes Tax Liabilities

## Market Segments

- **Mergers and acquisitions advisory and valuation**: Advisory and execution services for sell-side transactions, business valuations, regulatory reporting, and transaction preparation for business owners and institutions.
- **High-net-worth wealth management**: Comprehensive financial planning, investment management, retirement and tax planning, and wealth transfer strategies for individuals, families, and business owners.
- **Trust and estate planning and administration**: Design, review, and administration of trusts and estate plans that optimize tax outcomes, asset titling, distributions, and charitable strategies.
- **Insurance and risk management for individuals and businesses**: Risk assessment, insurance program design and administration, claims coordination, and integrated risk advisory aligned with financial and business objectives.