OUR SERVICES
Investments, tax, insurance, estate planning, trust services, retirement planning and specialized services for businesses to offer you an even more comprehensive wealth plan.
Wealth Management
Our advisors will partner with you to develop a customized financial plan that works for you now and over the long-term. Whether it’s planning for retirement, saving for a child’s education or making charitable contributions, we will get to know you and your goals, then build a plan to help you reach them.
Investment Management
Your advisor will get to know you, your investment goals, tolerance for risk and time frame until retirement. Then our investment management team will take a proactive approach to diversifying your portfolio across asset classes including cash, fixed income and equities and periodically review your portfolio, making adjustments as needed to align with your risk tolerance and overall objectives.
Tax Planning
Including an effective tax strategy as part of your overall wealth and estate plan may help you maximize your savings and reach your financial goals. Your advisor will work with an experienced, in-house tax team that understands the latest regulatory issues and tax law changes to create tax efficient strategies for you designed to minimize your tax burden.
Insurance
As you think about providing for your family for generations to come, you may want to consider establishing a trust. Your advisor will work with you on strategies to help minimize taxes and maximize your potential wealth transfer and charitable contributions. Our goal is to help ensure your wishes are carried out.
Trust Services
As you think about providing for your family for generations to come, you may want to consider establishing a trust. Your advisor will work with you on strategies to help minimize taxes and maximize your potential wealth transfer and charitable contributions. Our goal is to help ensure your wishes are carried out.
401(k)/Retirement Plan Services
Helping employees plan for retirement is vital for businesses and can be a strong retention tool. Our CEFEX-certified team* can help by creating, managing and expanding your employer-sponsored plan that meets the needs of your employees.
Mariner Platform Solutions does not provide all services listed in this piece. Some services are provided by affiliates.
* Mariner Wealth Advisors is affiliated with MPS and is certified by The Center for Fiduciary Excellence (CEFEX) as meeting the standards described in the handbook “Prudent Practices for Investment Advisors.” The standard describes how an investment adviser assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring, and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis. These practices also include maintaining a fiduciary checklist for each of our clients to ensure proper fiduciary governance and compliance with ERISA and implementing best practices as described by the Department of Labor.