Park City, UT Office

Team
Updated today
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Mariner

Enterprise

Firm-wide stats for Mariner

Total advisors

999

Across 214 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

1743 Sidewinder Dr., 1st Floor

Park City UT 84060

Advisors at this office

5

Advisors at this office

user avatar

Hudson H

CFP®, Series 65

Park City, UT

Mariner

Hudson Horn is a CFP® with three years of industry experience, currently affiliated with Mariner Wealth Advisors. His prior work history includes roles at Great Plains Capital Partners, The Boeing Company, Ernst & Young, and Sarver Vrooman Wealth Advisors. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers customized discretionary portfolios managed by an Investment Committee, with integrated tax and accounting services, family office capabilities, and a financial wellness platform for employers.

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

Scott F

Series 63, Series 65

Park City, UT

Mariner

Scott Fortney is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes positions at Charles Schwab, Guardian Capital Management, Reilly Financial Advisors, and Mariner Wealth Advisors. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among 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
user avatar

Timothy L

Series 63, Series 65

Park City, UT

Mariner

Timothy Lesko is a financial advisor at Mariner Wealth Advisors with 25 years of industry experience. He previously worked at Granite Investment Advisors, Inc. for 12 years before joining Mariner in 2021. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Lesko serves as Board Chair of the nonprofit Education for All Children. Mariner Wealth Advisors serves a diverse clientele including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for firms 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
user avatar

Michael B

Series 63, Series 65

Park City, UT

Mariner

Michael Bukata is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Mariner in 2020, he worked at Bank of America and Merrill from 2009 to 2020. Outside of his advisory role, he is an owner of a rental property on Johns Island, South Carolina. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with integrated tax and accounting services that are uncommon among 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
user avatar

Virgil W

Series 66

Park City, UT

Mariner

Virgil Wimberly is a financial advisor at Mariner with 19 years of industry experience and holds a Series 66 designation. He has worked at Mariner Wealth Advisors since 2022 and previously spent multiple years at Financial Engines Advisors L.L.C. and Beaumont Financial Partners, LLC. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and family office services, utilizing both in-house research and third-party managers across various asset classes and 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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