Discover a Platform Designed to Power Your Business Growth
If you’re ready to grow your business your way, we can help. We built a platform that offers you customized, innovative technology, business infrastructure, advisory solutions, like tax, and support from tenured professionals across business functions. You’ll also have practice management resources and support, including an advisor community. We built this platform so you can focus on what matters—building your business, brand and enterprise value.
Who Typically Uses the Platform?
Mariner Platform Solutions is typically used by advisors or a team of advisors who are entrepreneurial and are seeking to break away from their current firm, or who have started a firm but need additional resources and support. It’s also for registered investment advisory firms who are looking to outsource day-to-day operations.
The platform is built using Mariner Wealth Advisors’ proven business model of offering its advisors access to tenured teams, technology and growth strategies.
Mariner Platform Solutions can help you better serve clients, increase your offering and differentiate your practice from competitors.
You will receive support including financial planning software, CRM, performance reporting, investment solutions and a dedicated relationship manager focused on your business growth.
From marketing to compliance, IT and more, the platform offers back-office support to free up time spent on operational tasks like IT infrastructure, so you can focus on your clients.
Having these teams and resources in-house gives you control over managing the client experience without having to outsource services such as filing tax returns.
Independence to Grow
You own and control 100% of your business and brand; we offer teams, resources and growth strategies to help you take your business to the next level.
If you’re leaving a firm to start a new one or are ready to scale the business you have, we offer support in advance of joining Mariner Platform Solutions, to help prepare you before you make the move. That support includes advice on lending options, legal, risk and compliance. We’ll also provide marketing support, business setup, custodial choice and assistance from an experienced transition and operations team.
And, once you join Mariner Platform Solutions, you’ll have dedicated support across all business functions to help you maximize the power of the platform and to help ensure your business operations run smoothly. Here are a few examples of the support you’ll receive:
Utilizing our team for the management of your portfolios means we are providing you and your clients a turn-key solution to help meet their investment goals. We provide access to a range of investment models, across risk objectives, to allow flexibility in achieving clients’ needs.
Staying up-to-date on rules and regulations and ensuring you or your firm is following best practice guidelines can be overwhelming and time consuming. As part of Mariner Platform Solutions, our compliance team will provide investment adviser representative compliance and oversight, freeing up your time.
OPERATIONS AND BILLING
Operations and billing can take up a large portion of your time, pulling you away from working with clients. Our team picks up with client onboarding and handles your operational needs throughout the entire client relationship, including billing and working with custodians.
Tired of worrying about possible data breaches or software updates? Our team provides advisors with specialized technology-oriented solutions helping to ensure they have the tools to serve their clients.
Whether you’re an established brand or an advisor just starting out on your own, our marketing team can help you manage your brand, attract prospects, solidify client communications and develop a strategy that includes creating or enhancing your digital presence.
With access to our advisor solutions, you can offer clients customized wealth advice that includes looking at their entire financial life.
Our in-house teams of experienced professionals in tax, trust, insurance, retirement plans and risk management help you provide comprehensive holistic wealth management to your clients.
TAX PLANNING AND PREPARATION
Our experiencedtax professionals strategize and implement ideasto help marry tax and investment strategies, including preparation of returns.
Work with our trust professionals to provide a comprehensive approach to the entire client picture. Because we understand the need for a personalized approach to meet each client’s particular objectives, our team administers a wide range of trusts and trust services.
Advisors work with our experienced risk management associates whohelp protectclients against contingencies that could derail their financial goals.
MARINER CAPITAL ADVISORS
Advisors work with knowledgeable merger and acquisition associates who provide investment banking, valuation advisory, forensic accounting services and succession planning resources to a diverse set of clients.
RETIREMENT PLAN SOLUTIONS
Our retirement plan solutions team advises companies on their retirement plan, including plan design, investment selection, asset allocation, investment policy statement preparation and maintenance, and fiduciary support.
Marty Bicknell, CEO and president of Mariner Wealth Advisors, joins Dave Barton from Mercer Advisors, Rush Benton from CAPTRUST and John Furey from Advisor Growth Strategies to discuss the current M&A climate around wealth advisory firms.
MPS does not directly provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees.
Investment advisory services provided through Mariner Platform Solutions, LLC (“MPS”). MPS is an investment adviser registered with the SEC, headquartered in Overland Park, Kansas. Registration of an investment advisor does not imply a certain level of skill or training. MPS is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MPS transacts business and maintains clients. MPS is either notice filed or qualifies for an exemption or exclusion from notice filing requirements in those states. Any subsequent, direct communication by MPS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.
Investment Adviser Representatives (“IARs”) are independent contractors of MPS and generally maintain or affiliate with a separate business entity through which they market their services. The separate business entity is not owned, controlled by or affiliated with MPS and is not registered with the SEC. Please refer to the disclosure statement of MPS for additional information.
For investment professional use only.