Tallahassee, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mariner
Enterprise
Firm-wide stats for Mariner
Clients per advisor
55 TypicalAvg AUM per client
$2,116,909 Very HighHNW client ratio
41% Very HighAbout
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
Based on Mariner
Location
1350 N. Gadsden St., South Unit #A
Tallahassee FL 32303
Advisors at this office
2
Advisors at this office
Renee L
CFP®, Series 66
Tallahassee, FL
Mariner
Renee Langlais is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2025. Prior to joining Mariner, she worked at Bank of America, N.A. and Merrill for a combined nine years. Mariner Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and tax services, utilizing a combination of in-house research and third-party managers to create customized portfolios.
Jason S
CFP®, Series 63, Series 65, Series 66
Tallahassee, FL
Mariner
Jason Saginario is a CFP® professional with 27 years of experience in financial advising. He is currently with Mariner Wealth Advisors and previously worked at Truist Advisory Services and Charles Schwab. Outside of his advisory role, he serves as secretary of the Tallahassee Regional Estate Planning Council, is a board member of Elder Care Services of the Big Bend, and teaches as an adjunct professor at Florida State University, focusing on estate planning and government systems. Mariner Wealth Advisors serves a broad client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides comprehensive tax, accounting, and family office services alongside traditional portfolio management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")