Oakbrook Terrace, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mariner Independent
Multi-team
Firm-wide stats for Mariner Independent
About
Mariner Independent (Mariner Platform Solutions) serves individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. Through a network of 119 investment adviser representatives, the firm provides financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions and access to alternative investments.
IARs work with clients using firm‑built model portfolios supported by in‑house resources and third‑party managers, or by creating customized discretionary portfolios they manage directly. The firm implements a broad set of investment tools — mutual funds, ETFs, individual equities and fixed income, plus options, structured notes, direct indexing, digital assets and allocations to alternative and commodity strategies via platforms such as SEI, AssetMark and CAIS.
What distinguishes Mariner from many multi‑team advisers is its range of affiliated businesses: it is linked with a state‑chartered trust company (Mariner Trust Company) and an institutional pension consulting affiliate (Mariner Institutional) and offers a Pathway DC solution that can include 3(38) fiduciary support. These affiliations and its use of affiliated and third‑party managers give clients integrated access to custody, retirement plan consulting and alternative/commodity channels; the firm discloses and monitors the resulting conflicts of interest in its brochure.
Based on Mariner Independent
Expertise
Based on Mariner Independent
Location
1 Mid America Plaza, Suite 1030
Oakbrook Terrace IL 60181
Advisors at this office
3
Advisors at this office
Tara H
CFP®
Oakbrook Terrace, IL
Mariner Independent
Tara Hill is a CFP® professional with four years of industry experience. She is currently associated with Mariner Independent and Fortitude Financial Partners. Her prior experience includes roles at Brown Brothers Harriman and Northern Trust. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary portfolios.
William P
Series 63, Series 66
Oakbrook Terrace, IL
Mariner Independent
William Powell is a financial advisor with Mariner Independent, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for seven years. Powell is also involved with Fortitude Financial Partners, providing investment services through Mariner Platform Solutions. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who offer financial planning, portfolio management, retirement consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.
Keith P
CFP®
Oakbrook Terrace, IL
Mariner Independent
Keith Plywaczynski is a CFP® professional with 14 years of industry experience. He is the founder and CEO of Fortitude Financial Partners and currently serves as an advisor at Mariner Independent. His prior experience includes roles at Mariner Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources.
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