www.marinerwealthadvisors.com
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urlscan Pro
141.193.213.21
Public Scan
Submitted URL: http://www.savantig.com/
Effective URL: https://www.marinerwealthadvisors.com/
Submission: On December 02 via api from US — Scanned from DE
Effective URL: https://www.marinerwealthadvisors.com/
Submission: On December 02 via api from US — Scanned from DE
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" action="/#gf_5" class="recaptcha-v3-initialized">
<div class="gf_invisible ginput_recaptchav3" data-sitekey="6Lei9BEeAAAAAN5arEAGZvM7nvjqTq9IaAbrlGFE" data-tabindex="0"><input id="input_8ac3e2f34a68d50055f36935b9a3b724" class="gfield_recaptcha_response" type="hidden"
name="input_8ac3e2f34a68d50055f36935b9a3b724" value=""></div>
<div class="gform_body gform-body">
<ul id="gform_fields_5" class="gform_fields top_label form_sublabel_below description_below">
<li id="field_5_3" class="gfield field_sublabel_below field_description_below hidden_label gfield_visibility_visible"><label class="gfield_label" for="input_5_3">Name</label>
<div class="ginput_container ginput_container_text"><input name="input_3" id="input_5_3" type="text" value="" class="medium" placeholder="Name" aria-invalid="false"></div>
</li>
<li id="field_5_4" class="gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible"><label class="gfield_label" for="input_5_4">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_4" id="input_5_4" type="text" value="" class="medium" placeholder="Email" aria-required="true" aria-invalid="false"></div>
</li>
<li id="field_5_1" class="gfield field_sublabel_below field_description_below hidden_label gfield_visibility_visible"><label class="gfield_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_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible"><label class="gfield_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_7" class="gfield field_sublabel_below field_description_below hidden_label gfield_visibility_visible"><label class="gfield_label" for="input_5_7">Message</label>
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_5_7" type="text" value="" class="medium" placeholder="Message" aria-invalid="false"></div>
</li>
<li id="field_5_10" class="gfield gfield--width-full gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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--width-full gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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 field_sublabel_below field_description_below hidden_label gfield_visibility_visible"><label class="gfield_label" for="input_5_9">CAPTCHA</label>
<div id="input_5_9" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6Ld8Wf0UAAAAAP4x_cCzHCIkmM9r3HfjFcYGtWHp" data-theme="light" data-tabindex="-1" data-size="invisible" data-badge="inline">
<div class="grecaptcha-badge" data-style="inline" style="width: 256px; height: 60px; box-shadow: gray 0px 0px 5px;">
<div class="grecaptcha-logo"><iframe title="reCAPTCHA"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6Ld8Wf0UAAAAAP4x_cCzHCIkmM9r3HfjFcYGtWHp&co=aHR0cHM6Ly93d3cubWFyaW5lcndlYWx0aGFkdmlzb3JzLmNvbTo0NDM.&hl=de&v=Km9gKuG06He-isPsP6saG8cn&theme=light&size=invisible&badge=inline&cb=ydffeigawxk"
width="256" height="60" role="presentation" name="a-5ykyq6c8b5z1" frameborder="0" scrolling="no" sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox"
tabindex="-1"></iframe></div>
<div class="grecaptcha-error"></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 gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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 gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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 gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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 gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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 gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below field_description_below gfield_visibility_visible">
<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;} window["gf_submitting_5"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_5"]){return false;} 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"> <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;"><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="1669947831180">
<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" action="/#gf_2" class="recaptcha-v3-initialized">
<div class="gf_invisible ginput_recaptchav3" data-sitekey="6Lei9BEeAAAAAN5arEAGZvM7nvjqTq9IaAbrlGFE" data-tabindex="0"><input id="input_3340c8db712e9b7a8f6541e967fab25b" class="gfield_recaptcha_response" type="hidden"
name="input_3340c8db712e9b7a8f6541e967fab25b" value=""></div>
<div class="gform_body gform-body">
<ul id="gform_fields_2" class="gform_fields top_label form_sublabel_below description_below">
<li id="field_2_1" class="gfield field_sublabel_below field_description_below hidden_label gfield_visibility_visible"><label class="gfield_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 field_sublabel_below field_description_below hidden_label gfield_visibility_visible"><label class="gfield_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_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible"><label class="gfield_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--width-full gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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--width-full gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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 field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label screen-reader-text" for="input_2_4"></label>
<div id="input_2_4" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6Ld8Wf0UAAAAAP4x_cCzHCIkmM9r3HfjFcYGtWHp" data-theme="dark" data-tabindex="-1" data-size="invisible" data-badge="inline">
<div class="grecaptcha-badge" data-style="inline" style="width: 256px; height: 60px; box-shadow: gray 0px 0px 5px;">
<div class="grecaptcha-logo"><iframe title="reCAPTCHA"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6Ld8Wf0UAAAAAP4x_cCzHCIkmM9r3HfjFcYGtWHp&co=aHR0cHM6Ly93d3cubWFyaW5lcndlYWx0aGFkdmlzb3JzLmNvbTo0NDM.&hl=de&v=Km9gKuG06He-isPsP6saG8cn&theme=dark&size=invisible&badge=inline&cb=jcoksutbrlwx"
width="256" height="60" role="presentation" name="a-vpde20ho9eln" frameborder="0" scrolling="no" sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox"
tabindex="-1"></iframe></div>
<div class="grecaptcha-error"></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 gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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 gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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 gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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 gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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 gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<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--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below field_description_below gfield_visibility_visible">
<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;} window["gf_submitting_2"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_2"]){return false;} 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"> <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;"><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="1669947831285">
<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" class="recaptcha-v3-initialized">
<div class="gf_invisible ginput_recaptchav3" data-sitekey="6Lei9BEeAAAAAN5arEAGZvM7nvjqTq9IaAbrlGFE" data-tabindex="0"><input id="input_cd00638f3390ae35f984c721a3434f94" class="gfield_recaptcha_response" type="hidden"
name="input_cd00638f3390ae35f984c721a3434f94" value=""></div>
<div class="gform_body gform-body">
<ul id="gform_fields_1" class="gform_fields top_label form_sublabel_below description_below">
<li id="field_1_2" class="gfield gfield_contains_required field_sublabel_hidden_label field_description_below hidden_label gfield_visibility_visible"><label class="gfield_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 no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name" id="input_1_2"> <span id="input_1_2_3_container" class="name_first"> <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="hidden_sub_label screen-reader-text">First</label> </span> <span id="input_1_2_6_container" class="name_last"> <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="hidden_sub_label screen-reader-text">Last</label> </span></div>
</li>
<li id="field_1_1" class="gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible"><label class="gfield_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="text" value="" class="medium" placeholder="Email" aria-required="true" aria-invalid="false"></div>
</li>
<li id="field_1_3" class="gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible"><label class="gfield_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="text" value="" class="medium" placeholder="Phone" aria-required="true" aria-invalid="false"></div>
</li>
<li id="field_1_5" class="gfield gfield--width-full gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<div class="ginput_container ginput_container_text"><input name="input_5" id="input_1_5" type="hidden" class="gform_hidden" aria-invalid="false" value="https://www.marinerwealthadvisors.com/"></div>
</li>
<li id="field_1_6" class="gfield gfield--width-full gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<div class="ginput_container ginput_container_text"><input name="input_6" id="input_1_6" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_1_4" class="gfield field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label screen-reader-text" for="input_1_4"></label>
<div id="input_1_4" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6Ld8Wf0UAAAAAP4x_cCzHCIkmM9r3HfjFcYGtWHp" data-theme="dark" data-tabindex="-1" data-size="invisible" data-badge="inline">
<div class="grecaptcha-badge" data-style="inline" style="width: 256px; height: 60px; box-shadow: gray 0px 0px 5px;">
<div class="grecaptcha-logo"><iframe title="reCAPTCHA"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6Ld8Wf0UAAAAAP4x_cCzHCIkmM9r3HfjFcYGtWHp&co=aHR0cHM6Ly93d3cubWFyaW5lcndlYWx0aGFkdmlzb3JzLmNvbTo0NDM.&hl=de&v=Km9gKuG06He-isPsP6saG8cn&theme=dark&size=invisible&badge=inline&cb=qj4jrr46my6n"
width="256" height="60" role="presentation" name="a-byt0gxmb5ytn" frameborder="0" scrolling="no" sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox"
tabindex="-1"></iframe></div>
<div class="grecaptcha-error"></div><textarea id="g-recaptcha-response-2" 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><iframe style="display: none;"></iframe>
</div>
</li>
<li id="field_1_7" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_1_7" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_1_8" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<div class="ginput_container ginput_container_text"><input name="input_8" id="input_1_8" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_1_9" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<div class="ginput_container ginput_container_text"><input name="input_9" id="input_1_9" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
<li id="field_1_10" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
<div class="ginput_container ginput_container_text"><input name="input_10" id="input_1_10" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
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360° ADVICE DESIGNED TO LAST
We’ll listen to what matters most to you and what keeps you up at night before
creating a wealth plan that reflects where you are today and where you hope to
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INTERESTED IN WORKING WITH A TOP-RANKED ADVISOR?
Barron’s has ranked our firm as a top five RIA for the last seven years. As a
nationally recognized firm with a local presence across the country, we offer
wealth management from advisors focused on helping you navigate your financial
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Top RIA Firms: Barron’s awarded 2022, 2021, and 2020 #5, 2019 #4, and 2018 #3
rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA 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 through
2022 were published in September of each award year and were based on June 30th
data, including annual figures for the previous three years.
SERVICES FOR INDIVIDUALS
We’ll design a wealth management strategy that integrates investments, taxes,
estate planning, trusts and insurance solutions and reflects how you think about
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Insights
SHOULD YOU MAKE A QUALIFIED CHARITABLE DISTRIBUTION (QCD) BY YEAR-END?
December 1, 2022
As you talk with your wealth advisor on ways to reduce your taxable income by
year-end, you might want...
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YEAR-END PLANNING: 5 STRATEGIES TO MAXIMIZE SAVINGS WHILE REDUCING YOUR TAXABLE
INCOME
December 1, 2022
As the year wraps up, you’ve most likely met with your wealth advisor about
tax-advantaged moves to make by...
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YOUR LIFE SIMPLIFIED
We can help you take the complex and make it simple. Our podcast hosts Mike,
Valerie and Katie share need-to-know insights about finances and wealth.
LATEST EPISODES
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NAVIGATING FINANCIAL CONFLICTS BETWEEN SPOUSES PART 1
December 1, 2022
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WHAT WE’RE GRATEFUL FOR
November 17, 2022
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WEALTH MANAGEMENT FOR ALL LIFE STAGES
GROW
CULTIVATE YOUR WEALTH, CREATE YOUR FUTURE.
Growing your wealth today may lay the foundation for the future you want
tomorrow. Whether you’re starting a business, building a home life or retiring,
your assets should grow along with you. We offer financial planning designed to
help you build wealth at every stage.
PRESERVE
PLAN FOR YOUR FUTURE, PROTECT YOUR LIFE & ASSETS.
You’ll likely have greater peace of mind once you know your family will be cared
for today and in the future. Our wealth advisors can partner with you on a plan
designed to protect your assets and your life while preserving your wealth.
NAVIGATE
SIMPLIFY LIFE’S TRANSITIONS, CREATE A PLAN.
When you go through a challenging experience such as divorce, it can help to
have a team to advise and support you. Our wealth advisors are here to listen
and offer encouragement and will work to ease your financial stress by reviewing
assets and creating strategies to help ensure you and your family have enough
income and your interests are protected.
SHARE
GIVE GIFTS, FOSTER GIVING FOR GENERATIONS.
When you share your wealth with loved ones and charities you care about, you’re
establishing a legacy of generosity that may inspire your beneficiaries today
and for generations. Estate planning and trust services are an integral part of
our comprehensive wealth management strategies.
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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, all to help you accumulate, preserve
and share wealth according to your wishes.
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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
planning and income protection strategies.
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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 Wealth Advisors 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.
Learn More
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.
Learn More
MEDICAL PROFESSIONALS
As a busy doctor who takes care of others, you may not have time to focus on
your finances and retirement goals. We offer financial planning for physicians
and other medical professionals like yourself that includes wealth management,
charitable giving, asset protection and estate planning to help you provide
financial security for yourself and your family.
Learn More
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, all to help you accumulate, preserve
and share wealth according to your wishes.
Learn More
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
planning and income protection strategies.
Learn More
DENTAL PROFESSIONALS
Whether you are just starting your practice or are in a later stage in your
career and considering selling your business, Mariner Wealth Advisors 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.
Learn More
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.
Learn More
MEDICAL PROFESSIONALS
As a busy doctor who takes care of others, you may not have time to focus on
your finances and retirement goals. We offer financial planning for physicians
and other medical professionals like yourself that includes wealth management,
charitable giving, asset protection and estate planning to help you provide
financial security for yourself and your family.
Learn More
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, all to help you accumulate, preserve
and share wealth according to your wishes.
Learn More
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NAVIGATING ESTATE PLANNING IN A DIGITAL WORLD
Have you shared all of your digital passwords like your computer and bank
account logins with the executor of your estate? If not, and something
unforeseen happens to you, both your loved ones and executor would be left in
the dark. Read our article “Navigating Estate Planning in a Digital World” for a
checklist of account passwords to share and our recommendation for secure online
password account manager solutions.
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