A complete list of active advisors currently associated with Mariner Independent
Warmer can help you find a great advisor at Mariner Independent or one who fits your needs even better.
Mariner Independent (Mariner Platform Solutions, LLC) serves individuals (including high-net-worth clients), corporations, trusts, charitable organizations and employer-sponsored retirement plans through a network of independent Investment Adviser Representatives. It offers investment management, financial planning, tax and retirement-plan consulting, access to third‑party managers and alternative investments, and auxiliary services such as annuity allocation and insurance recommendations. The firm’s advisers employ both firm‑constructed model portfolios and customized discretionary management, drawing on affiliate investment resources and third‑party platforms (including SEI, AssetMark and CAIS) to build allocations across equities, fixed income, options, structured notes, direct indexing and private funds. Portfolio design and trade execution can be handled by the firm’s Portfolio Management & Consulting team or delegated to sub‑advisers, and participant/“held‑away” account tools are used for plan participant management and periodic account reviews. Compared with many large enterprise advisers, Mariner is notable for its close institutional retirement consulting capabilities and related plan solutions: its affiliation with an institutional consultant and the Pathway DC solution provide formal 3(38) fiduciary support and recordkeeper relationships (e.g., Empower, T. Rowe Price, Vestwell) for smaller defined‑contribution plans. The firm is also embedded in a broader Mariner ownership and affiliate network (including trust, tax, insurance and wellness platforms), which creates deeper in‑house access to retirement, tax, insurance and alternative investment resources that advisors may integrate into client plans.
To learn more about the advisors currently working at Mariner Independent, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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