At Mariner Wealth Advisors, we support your clients as they plan for the future. Our team of experienced professionals focuses on delivering customized solutions specifically designed to help clients achieve their long-term financial goals.

We pride ourselves in being flexible with our investment plans. Each client is different and therefore their investments should be as well. In fact, because we are flexible, we are continually looking for ways to help your clients reach their goals.

Investment Management Services

A team of investment professionals provide insight to help you design an investment strategy to help your clients accomplish their goals while focusing on reducing risk and tax exposure.

Estate Planning & Trust Services

Whether you wish to leave a legacy to their heirs or a favored organization, we help you develop a strategy while helping to ensure their assets are passed according to their wishes in a tax-efficient manner.

Wealth Advice

We develop an understanding of your client's long-term vision, including where they are today and where they want to be in the future. Then, we create a plan to help you help them reach your goals, monitoring it and making changes as needed.

Risk Management

Risk management professionals are a part of your wealth team, helping to ensure your client's current level of protection is appropriate for their risk tolerance. Having a plan tailored to their situation will help you accomplish what's most important in the event of unforeseen events.

Specialized Business Services

Business advisory professionals who are experienced in business valuation, mergers and acquisitions are a trusted resource for business owner clients.

Tax Planning & Preparation

Savvy financial decision-making and investing are incomplete without full consideration of the tax implications.

Investing involves risk, including the potential loss of principal, and there can be no guarantee that any planning or investing strategy will be successful. Mariner Wealth Advisors does not provide all services listed. Some services are provided by affiliates and may be subject to additional fees.

What is asset allocation? It’s a strategy for putting your eggs in more than one basket. By using asset allocation, we invest your funds in different categories of investments, with varying levels of risk and varying expected rates of return. We choose your investments based on your needs and objectives, rather than using a ‘cookie-cutter’ formula.

Assess Client Investment Profile

We work with each client to complete a client investment profile, and we use this profile to ascertain the many factors that shape the customized asset allocation and investment selection process. The profiling process examines the following factors:

• Risk tolerance
• Investment objectives
• Time horizon
• Tax rate
• Current financial situation

Identify an Efficient Portfolio

With the assistance of our asset allocation software, we prepare a thorough analysis of each client’s current asset allocation and strive to propose a more efficient alternative to help meet the client’s investment goals and objectives.

Select Appropriate Investments

After an efficient asset allocation is identified for the client, we select the appropriate investments for the portfolio. We also have the flexibility to incorporate the client’s current investments into the asset allocation, if we believe it is appropriate.

Asset allocation is an investment strategy designed to help manage risk, but it cannot ensure a profit or protect against loss in a declining market.