Investments, tax, insurance, estate planning, trust services, retirement planning and specialized services for businesses to offer you an even more comprehensive wealth plan.

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.