www.marinerwealthadvisors.com
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141.193.213.21
Public Scan
Submitted URL: http://marinerwealthadvisors.com/
Effective URL: https://www.marinerwealthadvisors.com/
Submission: On November 14 via manual from US — Scanned from US
Effective URL: https://www.marinerwealthadvisors.com/
Submission: On November 14 via manual from US — Scanned from US
Form analysis 4 forms found in the DOM
GET https://www.marinerwealthadvisors.com/
<form role="search" method="get" class="search-form" action="https://www.marinerwealthadvisors.com/"> <label> <span class="screen-reader-text">Search for:</span> <input type="search" class="search-field" placeholder="Search …" value="" name="s">
</label> <input type="submit" class="search-submit" value="Search"></form>POST /#gf_5
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_5" id="gform_5" class="contactusfooter" action="/#gf_5" data-formid="5" novalidate="">
<div class="gform-body gform_body">
<ul id="gform_fields_5" class="gform_fields top_label form_sublabel_below description_below validation_below">
<li id="field_5_3" class="gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible"
data-js-reload="field_5_3"><label class="gfield_label gform-field-label" for="input_5_3">Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_3" id="input_5_3" type="text" value="" class="medium" placeholder="Name" aria-required="true" aria-invalid="false"></div>
</li>
<li id="field_5_4" class="gfield gfield--type-email gfield--input-type-email gfield_contains_required field_sublabel_hidden_label gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible"
data-js-reload="field_5_4"><label class="gfield_label gform-field-label gfield_label_before_complex">Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_complex ginput_container ginput_container_email gform-grid-row" id="input_5_4_container"> <span id="input_5_4_1_container" class="ginput_left gform-grid-col gform-grid-col--size-auto"> <input class="" type="email"
name="input_4" id="input_5_4" value="" placeholder="Enter Email" aria-required="true" aria-invalid="false"> <label for="input_5_4" class="gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text">Enter
Email</label> </span> <span id="input_5_4_2_container" class="ginput_right gform-grid-col gform-grid-col--size-auto"> <input class="" type="email" name="input_4_2" id="input_5_4_2" value="" placeholder="Confirm Email"
aria-required="true" aria-invalid="false"> <label for="input_5_4_2" class="gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text">Confirm Email</label> </span>
<div class="gf_clear gf_clear_complex"></div>
</div>
</li>
<li id="field_5_1" class="gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible" data-js-reload="field_5_1"><label
class="gfield_label gform-field-label" for="input_5_1">Phone</label>
<div class="ginput_container ginput_container_text"><input name="input_1" id="input_5_1" type="text" value="" class="medium" placeholder="Phone" aria-invalid="false"></div>
</li>
<li id="field_5_8" class="gfield gfield--type-select gfield--input-type-select gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible"
data-js-reload="field_5_8"><label class="gfield_label gform-field-label" for="input_5_8">Are You A:<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_8" id="input_5_8" class="medium gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Are You A:</option>
<option value="Client">Client</option>
<option value="Prospective Client">Prospective Client</option>
<option value="Advisor/Investment Representative">Advisor/Investment Representative</option>
<option value="Other">Other</option>
</select></div>
</li>
<li id="field_5_18"
class="gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full contactmessage gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible"
data-js-reload="field_5_18"><label class="gfield_label gform-field-label" for="input_5_18">Message<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_textarea"><textarea name="input_18" id="input_5_18" class="textarea medium" placeholder="Message" aria-required="true" aria-invalid="false" rows="10" cols="50"></textarea></div>
</li>
<li id="field_5_10" class="gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_5_10">
<div class="ginput_container ginput_container_text"><input name="input_10" id="input_5_10" type="hidden" class="gform_hidden" aria-invalid="false" value="https://www.marinerwealthadvisors.com/"></div>
</li>
<li id="field_5_11" class="gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_5_11">
<div class="ginput_container ginput_container_text"><input name="input_11" id="input_5_11" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_5_9" class="gfield gfield--type-captcha gfield--input-type-captcha field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible" data-js-reload="field_5_9">
<label class="gfield_label gform-field-label" for="input_5_9">reCAPTCHA</label>
<div id="input_5_9" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6Lfh1-wpAAAAANeav3TES6Wg4sX1oAXis4WoHfSH" data-theme="light" data-tabindex="0" data-badge="">
<div style="width: 304px; height: 78px;">
<div><iframe title="reCAPTCHA" width="304" height="78" role="presentation" name="a-qd8lnfi772jx" frameborder="0" scrolling="no"
sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox allow-storage-access-by-user-activation"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6Lfh1-wpAAAAANeav3TES6Wg4sX1oAXis4WoHfSH&co=aHR0cHM6Ly93d3cubWFyaW5lcndlYWx0aGFkdmlzb3JzLmNvbTo0NDM.&hl=en&v=-ZG7BC9TxCVEbzIO2m429usb&theme=light&size=normal&cb=p75dcuuvai7e"></iframe>
</div><textarea id="g-recaptcha-response" name="g-recaptcha-response" class="g-recaptcha-response"
style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div>
</div>
</li>
<li id="field_5_12" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_5_12">
<div class="ginput_container ginput_container_text"><input name="input_12" id="input_5_12" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_5_13" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_5_13">
<div class="ginput_container ginput_container_text"><input name="input_13" id="input_5_13" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_5_14" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_5_14">
<div class="ginput_container ginput_container_text"><input name="input_14" id="input_5_14" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_5_15" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_5_15">
<div class="ginput_container ginput_container_text"><input name="input_15" id="input_5_15" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_5_16" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_5_16">
<div class="ginput_container ginput_container_text"><input name="input_16" id="input_5_16" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_5_17"
class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_5_17">
<script>
var storedUTMSource = sessionStorage.getItem('utm_source');
jQuery('#input_5_12').val(storedUTMSource);
var storedUTMMedium = sessionStorage.getItem('utm_medium');
jQuery('#input_5_13').val(storedUTMMedium);
var storedUTMCampaign = sessionStorage.getItem('utm_campaign');
jQuery('#input_5_14').val(storedUTMCampaign);
var storedUTMTerm = sessionStorage.getItem('utm_term');
jQuery('#input_5_15').val(storedUTMTerm);
var storedUTMContent = sessionStorage.getItem('utm_content');
jQuery('#input_5_16').val(storedUTMContent);
</script>
</li>
</ul>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_5" class="gform_button button" value="Get Started"
onclick="if(window["gf_submitting_5"]){return false;} if( !jQuery("#gform_5")[0].checkValidity || jQuery("#gform_5")[0].checkValidity()){window["gf_submitting_5"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_5"]){return false;} if( !jQuery("#gform_5")[0].checkValidity || jQuery("#gform_5")[0].checkValidity()){window["gf_submitting_5"]=true;} jQuery("#gform_5").trigger("submit",[true]); }">
<input type="hidden" name="gform_ajax" value="form_id=5&title=1&description=1&tabindex=0&theme=legacy"> <input type="hidden" class="gform_hidden" name="is_submit_5" value="1"> <input type="hidden" class="gform_hidden"
name="gform_submit" value="5"> <input type="hidden" class="gform_hidden" name="gform_unique_id" value=""> <input type="hidden" class="gform_hidden" name="state_5" value="WyJbXSIsIjM1MzY2ODlkMTcxYjIzNzQ3N2UxZWM4MmMzODJjNjBjIl0="> <input
type="hidden" class="gform_hidden" name="gform_target_page_number_5" id="gform_target_page_number_5" value="0"> <input type="hidden" class="gform_hidden" name="gform_source_page_number_5" id="gform_source_page_number_5" value="1"> <input
type="hidden" name="gform_field_values" value=""></div>
<p style="display: none !important;" class="akismet-fields-container" data-prefix="ak_"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_1" name="ak_js"
value="1731598185848">
<script>
document.getElementById("ak_js_1").setAttribute("value", (new Date()).getTime());
</script>
</p>
</form>POST /#gf_2
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_2" id="gform_2" class="subscribe" action="/#gf_2" data-formid="2" novalidate="">
<div class="gform-body gform_body">
<ul id="gform_fields_2" class="gform_fields top_label form_sublabel_below description_below validation_below">
<li id="field_2_1" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible" data-js-reload="field_2_1"><label
class="gfield_label gform-field-label" for="input_2_1">First Name</label>
<div class="ginput_container ginput_container_text"><input name="input_1" id="input_2_1" type="text" value="" class="medium" placeholder="First Name" aria-invalid="false"></div>
</li>
<li id="field_2_2" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible" data-js-reload="field_2_2"><label
class="gfield_label gform-field-label" for="input_2_2">Last Name</label>
<div class="ginput_container ginput_container_text"><input name="input_2" id="input_2_2" type="text" value="" class="medium" placeholder="Last Name" aria-invalid="false"></div>
</li>
<li id="field_2_3" class="gfield gfield--type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible" data-js-reload="field_2_3"><label
class="gfield_label gform-field-label" for="input_2_3">Email Address<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_3" id="input_2_3" type="text" value="" class="medium" placeholder="Email Address" aria-required="true" aria-invalid="false"></div>
</li>
<li id="field_2_5" class="gfield gfield--type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_5">
<div class="ginput_container ginput_container_text"><input name="input_5" id="input_2_5" type="hidden" class="gform_hidden" aria-invalid="false" value="https://www.marinerwealthadvisors.com/"></div>
</li>
<li id="field_2_6" class="gfield gfield--type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_6">
<div class="ginput_container ginput_container_text"><input name="input_6" id="input_2_6" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_2_4" class="gfield gfield--type-captcha field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_4"><label
class="gfield_label gform-field-label screen-reader-text" for="input_2_4"></label>
<div id="input_2_4" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6Lfh1-wpAAAAANeav3TES6Wg4sX1oAXis4WoHfSH" data-theme="dark" data-tabindex="0" data-badge="">
<div style="width: 304px; height: 78px;">
<div><iframe title="reCAPTCHA" width="304" height="78" role="presentation" name="a-7l4ztqhhoyau" frameborder="0" scrolling="no"
sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox allow-storage-access-by-user-activation"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6Lfh1-wpAAAAANeav3TES6Wg4sX1oAXis4WoHfSH&co=aHR0cHM6Ly93d3cubWFyaW5lcndlYWx0aGFkdmlzb3JzLmNvbTo0NDM.&hl=en&v=-ZG7BC9TxCVEbzIO2m429usb&theme=dark&size=normal&cb=lvav7n5rwasf"></iframe>
</div><textarea id="g-recaptcha-response-1" name="g-recaptcha-response" class="g-recaptcha-response"
style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div>
</div>
</li>
<li id="field_2_7" class="gfield gfield--type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_7">
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_2_7" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_2_8" class="gfield gfield--type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_8">
<div class="ginput_container ginput_container_text"><input name="input_8" id="input_2_8" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_2_9" class="gfield gfield--type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_9">
<div class="ginput_container ginput_container_text"><input name="input_9" id="input_2_9" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_2_10" class="gfield gfield--type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_10">
<div class="ginput_container ginput_container_text"><input name="input_10" id="input_2_10" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_2_11" class="gfield gfield--type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_11">
<div class="ginput_container ginput_container_text"><input name="input_11" id="input_2_11" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_2_12"
class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_12">
<script>
var storedUTMSource = sessionStorage.getItem('utm_source');
jQuery('#input_2_7').val(storedUTMSource);
var storedUTMMedium = sessionStorage.getItem('utm_medium');
jQuery('#input_2_8').val(storedUTMMedium);
var storedUTMCampaign = sessionStorage.getItem('utm_campaign');
jQuery('#input_2_9').val(storedUTMCampaign);
var storedUTMTerm = sessionStorage.getItem('utm_term');
jQuery('#input_2_10').val(storedUTMTerm);
var storedUTMContent = sessionStorage.getItem('utm_content');
jQuery('#input_2_11').val(storedUTMContent);
</script>
</li>
</ul>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_2" class="gform_button button" value="Subscribe"
onclick="if(window["gf_submitting_2"]){return false;} if( !jQuery("#gform_2")[0].checkValidity || jQuery("#gform_2")[0].checkValidity()){window["gf_submitting_2"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_2"]){return false;} if( !jQuery("#gform_2")[0].checkValidity || jQuery("#gform_2")[0].checkValidity()){window["gf_submitting_2"]=true;} jQuery("#gform_2").trigger("submit",[true]); }">
<input type="hidden" name="gform_ajax" value="form_id=2&title=1&description=1&tabindex=0&theme=legacy"> <input type="hidden" class="gform_hidden" name="is_submit_2" value="1"> <input type="hidden" class="gform_hidden"
name="gform_submit" value="2"> <input type="hidden" class="gform_hidden" name="gform_unique_id" value=""> <input type="hidden" class="gform_hidden" name="state_2" value="WyJbXSIsIjM1MzY2ODlkMTcxYjIzNzQ3N2UxZWM4MmMzODJjNjBjIl0="> <input
type="hidden" class="gform_hidden" name="gform_target_page_number_2" id="gform_target_page_number_2" value="0"> <input type="hidden" class="gform_hidden" name="gform_source_page_number_2" id="gform_source_page_number_2" value="1"> <input
type="hidden" name="gform_field_values" value=""></div>
<p style="display: none !important;" class="akismet-fields-container" data-prefix="ak_"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_2" name="ak_js"
value="1731598186180">
<script>
document.getElementById("ak_js_2").setAttribute("value", (new Date()).getTime());
</script>
</p>
</form>POST /#gf_1
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_1" id="gform_1" action="/#gf_1" data-formid="1" novalidate="">
<div class="gform-body gform_body">
<ul id="gform_fields_1" class="gform_fields top_label form_sublabel_below description_below validation_below">
<li id="field_1_2" class="gfield gfield--type-name gfield--input-type-name gfield_contains_required field_sublabel_hidden_label gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible"
data-js-reload="field_1_2"><label class="gfield_label gform-field-label gfield_label_before_complex">Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row" id="input_1_2"> <span id="input_1_2_3_container"
class="name_first gform-grid-col gform-grid-col--size-auto"> <input type="text" name="input_2.3" id="input_1_2_3" value="" aria-required="true" placeholder="First"> <label for="input_1_2_3"
class="gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text">First</label> </span> <span id="input_1_2_6_container" class="name_last gform-grid-col gform-grid-col--size-auto"> <input type="text"
name="input_2.6" id="input_1_2_6" value="" aria-required="true" placeholder="Last"> <label for="input_1_2_6" class="gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text">Last</label> </span></div>
</li>
<li id="field_1_1" class="gfield gfield--type-email gfield--input-type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible"
data-js-reload="field_1_1"><label class="gfield_label gform-field-label" for="input_1_1">Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email"> <input name="input_1" id="input_1_1" type="email" value="" class="medium" placeholder="Email" aria-required="true" aria-invalid="false"></div>
</li>
<li id="field_1_3" class="gfield gfield--type-phone gfield--input-type-phone gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible"
data-js-reload="field_1_3"><label class="gfield_label gform-field-label" for="input_1_3">Phone<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_3" id="input_1_3" type="tel" value="" class="medium" placeholder="Phone" aria-required="true" aria-invalid="false"></div>
</li>
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BEHIND EVERY ADVISOR IS ACCESS TO A TEAM OF ADVISORS.
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BEHIND EVERY ADVISOR IS ACCESS TO A TEAM OF ADVISORS.
Mariner advisors have access to an in-house team of wealth management
professionals. Because when advisors have access to a more collaborative
approach, you get access to more sophisticated solutions. Welcome to Wealth On
Your LevelTM.
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Barron’s Top RIA Firms: Barron’s awarded 2024-2023 #4, 2022-2020 #5, 2019 #4,
and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for
MWA registered investment adviser subsidiaries and the 2017 #2 and 2016 #1
rankings to Mariner Holdings (MH) based upon data compiled for MH registered
investment adviser subsidiaries. Rankings for 2016-2024 were published in
September of each award year and were based on June 30th data, including annual
figures for the previous three years. No fee was paid for participation in the
rankings; however, MWA has paid a fee to use the ranking. The rankings are based
on firm surveys, and filings with the regulatory databases were used to
cross-check the data provided. The rankings are based on assets managed by the
firms, technology spending, staff diversity, succession planning, and other
metrics. The formula Barron’s uses to rank firms is proprietary. The number of
firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019),
and 100 (2020-2024). The ranking does not indicate future performance, and there
is no guarantee of future success. For additional information,
visit www.barrons.com.
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A ROAD MAP TO SUCCESSFUL IMPLEMENTATION OF A SPOUSAL LIFETIME ACCESS TRUST
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INSIGHTS
ECONOMIC OUTLOOK 2025: THREE YARDS AND A CLOUD OF DUST
November 6, 2024
Since 1950, the average annual growth rate of U.S. gross domestic product (GDP)
has been 3.2%. 1 But as...
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TRICK OR TREATS AS WE MOVE INTO LATE FALL? PERHAPS A BIT OF BOTH.
November 6, 2024
“I used to think that if there was reincarnation, I wanted to come back as the
president or the...
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November 14, 2024
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YOUR NEEDS EVOLVE. SO DO WE.
From executives to professional athletes and medical professionals to business
owners, we understand that everyone has unique wealth situations. At Mariner, we
have advisors who specialize in these areas and more, and through the support of
our in-house teams, our advisors are equipped to solve complex wealth
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EXECUTIVES
As a business leader, you’re likely a visionary who sees the big picture. Our
executive wealth management advisors offer financial planning services for you,
including negotiating benefits packages, establishing tax-efficient estate
planning and trust plans, tax strategies for charitable giving, multi-state tax
filing and wealth transfer, and a wealth plan that takes into consideration the
uniqueness of your compensation package.
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PROFESSIONAL ATHLETES
As a professional athlete, you train hard, play hard and strive to win. We want
you to succeed in your sport and beyond, which is why we partner with you on a
wealth management plan that includes personal insurance solutions to help
protect you on and off the field, multi-state tax filing assistance, tax
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DENTAL PROFESSIONALS
Whether you are just starting your practice or are in a later stage in your
career and considering selling your business, Mariner is here to help you at
every stage. And you can rely on us to serve as a fiduciary, always acting in
your best interests. Plus, we have a group of advisors who specialize in working
with dentists—they understand what is important to you and your practice.
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BUSINESS OWNERS
As an entrepreneur, you’re probably inspired to bring new ideas to life through
innovative products and services. We work with business owners like yourself to
create a financial plan that might include valuation of your company,
maintaining cash flow and creating a succession strategy. Our wealth advisors
can help you create a foundation for success today and in the future.
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As a busy doctor who takes care of others, you may not have time to focus on
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financial security for yourself and your family.
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