Barron’s has ranked our firm as a top five RIA for the last eight years. As a nationally recognized firm with a local presence across the country, we offer wealth management from advisors focused on helping you navigate your financial future.
Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. See the full disclosure here.
We’ll design a wealth management strategy that integrates investments, taxes, estate planning, trusts and insurance solutions and reflects how you think about money and life.
We offer retirement plan services, tax strategies, institutional cash management and specialized business services as part of an integrated business financial strategy.
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