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Submitted URL: https://marinerindependent.com/
Effective URL: https://independent.mariner.com/
Submission: On July 29 via api from US — Scanned from DE
Effective URL: https://independent.mariner.com/
Submission: On July 29 via api from US — Scanned from DE
Form analysis 2 forms found in the DOM
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</form>Text Content
* Advisor Login * Our Services * Contact Select Page * Advisor Login * Our Services * Contact INDEPENDENCE. WITH A TEAM OF SPECIALIZED RESOURCES AND SUPPORT BEHIND YOU. No matter the point on your advisor journey, we’ll meet you where you’re at with the solutions and support you and your clients need. Learn More THE RIGHT SUPPORT MAKES ALL THE DIFFERENCE. Business owners crave the freedom that comes with charting their own course. But that freedom can present challenges. Like finding enough hours in the day to run their business while nurturing existing clients and prospecting for new ones. You don’t have to choose between independence and support when you partner with Mariner. A top-tier national financial services firm, we give you back your time by providing access to a team of in-house advisory specialists and services along with reputable custodian and compliance support. All so you can focus on what you do best: working with clients. OUR SERVICE MODEL We provide independent advisors with the resources they need to run their own business. Because success looks different to everyone, we offer a wide range of services to fulfill these varied personal aspirations and business objectives. So whether you want to boost revenue, pursue independence, expand via acquisition, or pass your business to the next generation, we’re here to give you the support you need to reach your goals. ADVISORY SOLUTIONS * Mariner Institutional * Estate and Trust Resources * Tax Strategies and Preparation * Insurance Solutions * Investment Banking and Valuation Services PRACTICE MANAGEMENT * Proposal Generation Services * Financial Planning Services * Advisor Development Program * Advisor Coaching and Growth Strategy1 INVESTMENTS * Mariner Investment Services2 * Mariner Models * Access to Mariner's SMAs3 * Investment Operations Platform TECHNOLOGY * Core Technology Package * Technology Support and Consulting4 FUNCTIONAL SUPPORT * Transition Support to get you onboarded * Services Support post onboarding * Compliance Oversight * Marketing, which includes an Advisor Toolkit with educational material to practice tools and white-label content you can brand to use 1 For qualifying advisors. 2,4 Additional fee to advisor may apply. 3 Additional fee to the client. TIME TO ACCELERATE YOUR BUSINESS? No matter why you’re looking to expand your practice, we’re here to help you build momentum. Fill out your information, and we’ll contact you shortly. Or, learn more at joinmariner.com. State*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming * Form CRS MPS * Form CRS MIAN * MPS Form ADV Part 2A * MIAN Form ADV Part 2A * JoinMariner.com * Legal * MPS Privacy Policy * MIAN Privacy Policy * California Privacy Policy Notice * Cookie Policy Mariner Independent is a brand utilized by Mariner Independent Advisor Network (“MIAN”) and Mariner Platform Solutions (“MPS”). Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with MIAN or MPS, each an SEC registered investment adviser. For additional information about MIAN or MPS, including fees and services, please contact MIAN/MPS or refer to each entity’s Form ADV Part 2A. Registration of an investment adviser does not imply a certain level of skill or training. © 2024 Mariner SUBSCRIBE TO OUR E-MAIL LIST Quarterly newsletter, webinar invites and other resources for advisors delivered to your inbox. Contact Us