Boston, MA Franklin St. Office

Team
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Mariner

Enterprise

Firm-wide stats for Mariner

Total advisors

992

Across 212 offices

Clients per advisor

55 Typical

Avg AUM per client

$2,116,909 Very High

HNW client ratio

41% Very High

About

Mariner serves a broad mix of clients — individuals (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and private funds — through investment management, financial planning and reporting, retirement plan consulting, and access to pooled vehicles and third‑party managers. The firm also offers coordinated tax services, Core Family Office (CFO) services and employer financial‑wellness tools in addition to traditional portfolio management.

The firm generally implements discretionary, customized portfolios overseen by an Investment Committee and supported by an internal portfolio management team, combining in‑house research with allocations to third‑party managers and platforms (including CAIS access and SEI sub‑advised models). Its strategies span equity and fixed income mandates as well as alternatives, structured notes, options, direct indexing and digital assets, and it provides ERISA 3(38) retirement plan solutions such as the Pathway DC program.

What is less common for a firm of this enterprise scale is the depth of tax and accounting integration: Mariner maintains CPAs and enrolled agents, provides stand‑alone and coordinated tax compliance, planning and preparation, and is affiliated with a specialty tax services entity. The brochure also highlights administrative CFO capabilities (including bill payment and platform administrator authority) and a Financial Wellness Platform for employer clients — operational offerings that are relatively atypical among large advisory enterprises.

Based on Mariner

Expertise

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

Based on Mariner

Occupation focus

Founder/Business Owner Executive

Based on Mariner

Location

260 Franklin St., Suite 810

Boston MA 02110

Advisors at this office

10

Advisors at this office

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Sandy G

CFP®, Series 66

Boston, MA

Mariner

Sandy Guidicianne is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 15 years of industry experience. She is currently with Mariner Wealth Advisors and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized investment management, financial planning, coordinated tax services, and specialized family office and employer financial wellness solutions, combining in-house research with third-party strategies.

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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Kyle C

Series 65

Boston, MA

Mariner

Kyle Coden is a financial advisor at Mariner based in Boston, MA. He holds a Series 65 designation and joined Mariner in 2025 after completing his education. His prior work experience includes roles in education and the service industry. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and financial wellness services alongside its portfolio management.

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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Michael S

CFP®

Boston, MA

Mariner

Michael Syer is a CFP® professional based in Boston, MA, with seven years of industry experience. He has worked at Mariner since 2025 and previously held roles at Cerity Partners LLC, Bainco International Investors LLC, and The Colony Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm integrates in-house research with third-party managers and offers specialized solutions such as Core Family Office services and employer financial-wellness tools.

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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Julie S

CFP®, Series 65

Boston, MA

Mariner

Julie Sacchiero is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Mariner and previously spent 21 years at GW&K Investment Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized operational solutions for employer clients.

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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Benjamin H

CFP®, Series 66

Boston, MA

Mariner

Benjamin Heikes is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mariner. He has previously worked at The Mather Group, Financial Engines Advisors, Edelman Financial Services, Fidelity, and T. Rowe Price Advisory Services. Mariner serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering investment management, financial planning, and specialized tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and features integrated tax and accounting capabilities uncommon in large advisory enterprises.

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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Hugh T

Series 63, Series 65

Boston, MA

Mariner

Hugh Taylor is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously led Taylor Wealth Management Partners for eight years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio management supported by an internal team and third-party managers, along with integrated tax and accounting resources uncommon at its enterprise scale.

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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Kyle N

CFA®

Boston, MA

Mariner

Kyle Neidhardt is a CFA® charterholder based in Boston, MA, with six years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously spent seven years with Taylor Wealth Management Partners. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm offers customized discretionary portfolios supported by in-house research and third-party allocations, complemented by integrated tax, accounting, and family office 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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Matthew A

CFP®, CFA®, Series 66

Boston, MA

Mariner

Matthew Almeida is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He currently works at Mariner and previously held positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Citi Private Bank. Almeida is based in Boston, MA. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to provide discretionary, customized portfolios and also offers integrated tax, accounting, and family office 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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Elizabeth C

Series 66

Boston, MA

Mariner

Elizabeth Campbell is a financial advisor at Mariner with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Oak Leaf Wealth Management Services and Commonwealth Financial Network. Campbell is based in Boston, MA. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

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

Robert L

Series 63, Series 65

Boston, MA

Mariner

Robert Linskey is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Putnam Investments and Putnam Retail Management for 13 years before joining Mariner in 2024. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services as well as administrative 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
View complete list of advisors at this office
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