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Jeremiah G

CFP®, Series 65

Corte Madera, CA

Mariner

Jeremiah Griffith is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously at Authent Advisors, Inc. and Moss Adams Wealth Advisors LLC. He served in the US Army National Guard for six years. Griffith also serves as Director of Marketing on the board of the Financial Planning Association of San Francisco. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and financial wellness services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeff O

CFP®, Series 65, Series 66

Corte Madera, CA

Mariner

Jeff Ogston is a CFP® professional with 8 years of industry experience, currently advising at Mariner Wealth Advisors since 2021. His prior roles include positions at Gap To Gap Financial and Robert Adams and Associates, as well as a long tenure with the West Sonoma County Union High School District. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by internal research and third-party managers, alongside integrated tax, accounting, and family office capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alexandra S

CFP®, Series 66

Corte Madera, CA

Mariner

Alexandra Scott is a CFP® with five years of industry experience, currently advising at Mariner Wealth Advisors. Her prior roles include positions at Empirical Wealth Management, UBS Financial Services, and Brio Financial Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard B

CFP®, Series 63, Series 66

Corte Madera, CA

Mariner

Richard Boyer is a CFP® professional with 28 years of experience in the financial services industry. He currently works at Mariner Wealth Advisors and has held positions at firms including Empirical Wealth Management, Online Capital Management, Mercer Global Advisors, and Fidelity Brokerage Services. Additionally, he serves as a non-public arbitrator for the Financial Industry Regulatory Authority. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides customized investment management and financial planning supported by a team that combines in-house research with third-party managers, along with integrated tax and accounting services and specialized family office and employer financial wellness solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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