Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
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Overland Park, KS 66211, US
April is Financial Literacy Month. Some of the earliest lessons about money happen long before adulthood, through the conversations children hear and the decisions they observe. Over time, those moments can influence how the next generation approaches saving, investing and long-term planning. The foundation built early can shape financial confidence for years to come.
What makes Mariner different? Our people. From advisors to client service associates to back-office teams, we’re united by a mission to make a positive impact in the lives of the clients and communities we serve. We’re hiring a manager, accounts payable in Overland Park. If you’re looking for a place where your knowledge and dedication are valued, this could be the next step for you. Ready to apply? https://bit.ly/47vBQpN
The environment insurers are navigating today looks very different from what it did just a few years ago. Market uncertainty, evolving capital requirements and shifting economic conditions are putting greater pressure on how portfolios are built and managed. Insurers are increasingly focused on building strategies that can hold up across multiple scenarios, while staying aligned with long-term objectives. In a recent Insurance Investor article, Senior Institutional Advisor Scott Skornia shares how insurers are approaching asset allocation with that level of flexibility and discipline in mind.
Service leaves a lasting impact, long after the job is done. So does planning for what comes next. For first responders, the focus is always on showing up in the moment. Taking time to think about the future is just as important, helping create stability and confidence for the long term. We’re proud to sponsor the annual NYPD vs. FDNY hockey game on March 29. Tune in to celebrate the first responder community and the dedication they bring every day. #HockeyHeroesGame
We’re proud to share that several Mariner advisors have been named to the Barron's 2026 Top 1,500 Financial Advisors by State list. Recognition like this reflects more than a ranking. It’s a distinction that highlights the focus, care and consistency they bring to the clients and communities they serve. Across the country, their work is grounded in thoughtful guidance and long-term relationships, an approach that continues to deliver meaningful impact. Join us in congratulating them and celebrating this achievement! Julie Smith, Trey Barnes, CFP® & Justin B. McCarthy
Did you know that only one in three women has a formal financial plan? That’s a striking statistic when you consider that women generally need more money for retirement than men and potentially face a higher risk of poverty later in life. Our latest article shares five key questions that can help women make sure their wealth is growing, protected and aligned with what matters most. If you’re ready to be more intentional with your wealth, this is a great place to start.
Many business owners keep a close eye on net worth, but that number doesn’t tell the full story. When so much of your wealth is tied up in your business, it may look strong on paper but may be harder to access when you need it. That’s why it’s important to understand your personal liquidity, debt and concentration risk alongside your business value. If you’re a business owner who wants your personal finances to be as strong as the business you’ve built, this is the place to start.
The conversation around AI in wealth management is shifting. Advisors are starting to see where it can make a real difference: freeing up time, strengthening client relationships and creating space to focus on more meaningful work. In a recent discussion from Investments & Wealth Institute Review, Chief Innovation Officer Kenny Pointer shares how AI is already reshaping the advisor experience. It’s helping streamline day-to-day work and uncover insights that support more meaningful client conversations. The takeaway is clear: the future of advice is still human. AI just helps advisors show up better. Read the full discussion here.
Headed to the Barron's Advisor Independent Summit? This event brings together independent advisors and industry leaders to share ideas, gain fresh insights and explore new ways to grow and better serve clients. Head of Mariner Independent Rob Sandrew will be there, and he's looking forward to connecting with peers and talking about what’s next for independent advisors. Be sure to say hi!
Ever feel like your financial life has gotten a little out of control? Over the years, new jobs, old 401(k)s, over-diversified portfolios and multiple credit cards can pile up into extra risk, higher fees and a lot more stress. When that happens, simplicity becomes a strategic advantage. By streamlining your finances, you can reduce risk, cut clutter and still maintain a sophisticated strategy. Check out our latest article on how to spot the signs that complexity is no longer helping you and get practical ideas for simplifying your financial life.