ABOUT

PARTNERING TO PROVIDE WEALTH ADVICE FOR CLIENTS

Founded with a mission of helping individuals and families achieve and maintain financial peace of mind, Mariner Wealth Advisors provides financial advice for Schwab clients based on their financial needs and interests.

ABOUT MARINER WEALTH ADVISORS

With locations throughout the United States, Mariner Wealth Advisors offers financial advice, trust and estate planning, tax advisory services, retirement plan services, investment banking, valuation advisory and forensic accounting services, and insurance consulting. It is our goal to be a resource to Schwab associates, regional program leaders and executive leaders. We complement the services provided by Schwab by delivering innovative investment solutions to serve and support the needs of Schwab clients, referrals and Schwab associates.  

        

EXECUTIVE SERVICES
Executive benefits can take many forms, and every one of them comes with its own nuance and complexity. Understanding how each of them factors into your plan can be difficult. Mariner Wealth Advisors understands the value of each component of your client's executive benefits package—stock options, pension plans, and more—and how each can become an anchor for your long-term financial security. The decisions executives make when choosing a benefits package could determine how early they can achieve financial independence and begin to pursue the things they have always dreamed of—both small and large.

  • Maximizing Benefits Packages
  • Stock Options
  • Deferred Compensation
  • Concentrated & Restricted Stock
  • Tax Planning & Mitigation

BUSINESS OWNERS
Often small business owners need to consider the valuation of their company in their overall assets when creating a wealth plan. Or, maybe they are thinking of retiring and transitioning the ownership of their company. Or, perhaps they need to consider what will happen to their company upon their death. With our holistic wealth advice, we have all of the expertise in-house to navigate around obstacles your clients may encounter. Your client's wealth team will create a plan that includes creating or evaluating a plan for their future.

  • M&A
  • Business Valuation
  • Investment Banking
  • Succession Planning
  • Retirement Plan Administration
  • Captive Insurance
  • Corporate Wellness Programs

TRANSITION SERVICES
Everybody experiences life transitions, such as the sudden death of a loved one or the end of a marriage. No matter what your client goes through, they won't have to navigate it alone. Our goal at Mariner Wealth Advisors is to make their transition as easy as possible and help to ensure that your client comes out of it with a strong financial standing and ready to pursue what's next.

  • Retirement Preparation & Planning
  • Widow/Divorce Transitions
  • Relocation Planning
  • Marriage & Children Transitions
  • Trust/Estate & Tax Planning
  • Family Office Services

INVESTMENT STRATEGIES
To meet the unique investment needs of your clients, Mariner Wealth Advisors provides you access to boutique asset managers with the knowledge and experience to develop innovative investment solutions to enhance portfolio diversification.

  • Customized Portfolios
  • Option Strategies
  • Income Strategies
  • Socially Responsible Investing/Values Investing
  • Real Estate

STAY INFORMED

Have you heard the latest eposide of our podcast,Your Life, Simplified?


Additional Resources for you from
Mariner Wealth Advisors



STAY INFORMED: Have you heard the latest episode of our podcast, Your Life, Simplified?