Mariner Wealth Advisors

Zoe Financial, Inc., founded in 2016 and based in Scarsdale, New York, specializes in providing financial advisory services. The company assists clients in finding independent and fiduciary financial advisors by carefully screening these professionals to ensure they deliver appropriate and effective guidance. Zoe Financial categorizes advisors based on their qualifications, expertise, problem-solving capabilities, operational efficiency, and client-advisor ratio. This structured approach enables clients to receive personalized financial planning tailored to their specific needs, ultimately facilitating informed financial decisions and wealth creation.

Ocean Heights Advisors is a wealth management and advanced financial planning firm located in Newport Beach, California. Established in 2022 as an employee-owned entity, the firm partners with Mariner Platform Solutions to provide comprehensive financial services. Ocean Heights Advisors specializes in advising high-net-worth families, executives, and entrepreneurs throughout the United States, addressing all aspects of their financial needs. The firm's assets are managed by its executive management team, ensuring a personalized approach to wealth management and financial planning.

Jenkins Wealth is a professional services firm specializing in wealth management. It offers a range of services including investment strategies, employee benefits, life insurance, and retirement planning, tailored to meet the unique financial goals and needs of individual investors. The company's approach emphasizes comprehensive financial planning and investment strategies designed to deliver satisfying returns while minimizing volatility.

Triton Financial Group is a professional services firm specializing in fee-based financial advisory services for both individuals and businesses. They offer a broad range of services, including comprehensive financial planning, investment management, college financial assistance, wealth management, support for aging parents, business succession planning, and risk management. The company prides itself on providing impartial counsel, exceptional personal service, and the convenience of a one-stop-shop for clients seeking to make informed financial decisions in both their personal and business lives.

Cassady Schiller CPAs & Advisors specializes in accounting, wealth management and business growth to help achieve client's financial growth.

Atlas Financial is a financial planning firm that provides consultancy, business continuity, and wealth transfer services.

The Newport Advisory Company exists to enable the wealthy to discover, plan, invest, and safeguard their assets, in order to ensure a financial legacy for the future. In financial situations, many different pieces require juggling, making wealth management an overwhelming process. They have discovered that establishing trust between them and their clients through long-term advising relationships that showcase their characters has helped their clients find peace when aligning their values, goals, and dreams with their total financial picture. There is so much more to their process than simply financial planning and asset management.

Dispatch helps independent financial advisors to build ideal firms through strategic investments and advanced technology.

Confluence Financial Planning is a provider of wealth management services designed for both individuals and businesses. The firm specializes in a range of financial services, including retirement planning, tax and insurance planning, cash management, investment management, estate planning, and trust services. By leveraging a high level of expertise across complex financial specialties, Confluence Financial Planning develops customized long-term strategies tailored to the unique financial situations of its clients. This comprehensive approach aims to help clients effectively manage and grow their wealth while addressing their specific financial needs and goals.

Walker Wealth is an investment management firm that specializes in providing strategic wealth planning and management services tailored for medical professionals, business owners, entrepreneurs, retirees, and families. The firm is dedicated to offering unbiased advice aimed at achieving long-term investment success. Walker Wealth prioritizes professional support and education, ensuring that clients receive informed guidance throughout their financial journeys. The company operates with a strong commitment to trust, integrity, and respect, fostering a collaborative environment to meet the unique needs of each client.

The Financial Services Network offers a group of business, investment, and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors. Their services include business consulting, portfolio consulting, compliance and operations, virtual administration, business transitions, and technology consulting.

Arbor Wealth Management, LLC is a privately owned investment management firm based in Miramar Beach, Florida, established in 2010. The firm specializes in providing comprehensive financial services to high net worth individuals, families, charitable organizations, and corporations. Arbor Wealth Management operates as a fee-only, fiduciary registered investment advisory firm, emphasizing transparency with a flat-fee schedule for its offerings. Its services encompass investment advisory, financial planning, retirement planning, estate planning, trust services, and tax planning, aimed at assisting clients in effectively planning for their financial futures. The firm utilizes both fundamental and technical analysis in its investment strategies, ensuring a tailored approach to meet the unique needs of its clientele.

Viewpoint Financial Network Securities are offered through Commonwealth Financial Network, member FINRA/SIPC.

RTS Private Wealth Management maintains high-quality investments, diversification, and minimizing risk and expenses.

Savant Investment Group is an investment advisory firm specializing in wealth management and retirement planning services. The company caters to both individual and pension clients, offering a wide range of financial guidance. Its services include private wealth management, retirement plan development, home financing and refinancing advice, tax-efficient investment strategies, private investment evaluations, asset protection solutions, and business evaluations. By providing tailored retirement planning services that adapt to changing circumstances, Savant Investment Group aims to help clients achieve their financial objectives effectively.

Vaughn Wealth is a wealth management firm based in Orlando, Florida, specializing in a comprehensive range of financial services. The company offers financial planning, estate and tax planning, retirement planning, investment management, asset allocation, insurance solutions, and risk management. By providing these services, Vaughn Wealth aims to help clients achieve financial stability and effectively manage their wealth. The firm focuses on delivering personalized strategies tailored to the unique needs of each client, ensuring a holistic approach to financial well-being.

FCG Advisors, LLC is a wealth management firm located in Chatham, New Jersey, established in 1994. The firm specializes in providing investment advisory services, including investment management, asset allocation, customized financial planning, retirement advice, and family office services. FCG Advisors is known for its personalized approach to wealth management, tailoring its services to meet the specific needs of its clients. The firm was managed by an experienced executive management team and offered comprehensive solutions aimed at helping clients achieve their financial goals. In recent years, FCG Advisors was acquired by Mariner Wealth Advisors, further expanding its reach and capabilities in the financial advisory sector.

Channel Islands Law Group is a legal services firm that focuses on estate, tax, trust, and insurance planning. Established in 2014, the firm is dedicated to meeting the real estate and business planning needs of individuals. It offers a comprehensive range of services, including financial, mortgage, and legal support, allowing clients to benefit from efficient investment management and strategic wealth planning. The firm's commitment to transparency and prioritizing client trust underscores its approach to creating customized wealth management plans tailored to individual client needs.

AdvicePeriod is an SEC-registered investment advisor founded in 2014 and based in Los Angeles, California. The firm specializes in wealth management by providing clients with actionable planning advice complemented by objective investment guidance. Its services encompass a wide range of financial needs, including trust and estate planning, cash flow management, philanthropic guidance, portfolio tax minimization, insurance review, investment management, retirement planning, and risk management. Additionally, AdvicePeriod offers CFO services and caters to various sectors, including legal services, private equity, aviation, and marine. By focusing on essential financial decisions, AdvicePeriod aims to help clients achieve their financial objectives and shape their legacies for future generations.

Allegiant Private Advisors is a firm specializing in financial services for affluent clients. It provides wealth management, investment management, and financial planning services tailored to high-net-worth individuals, families, entrepreneurs, nonprofit organizations, and foundations. The company offers customized solutions including estate planning, risk management, educational planning, and retirement planning to help clients preserve and grow their wealth.

Snappy Kraken is a software-as-a-service (SaaS) marketing solution tailored for financial advisors, focusing on the personalization, automation, and tracking of marketing campaigns. The company provides an autopilot marketing platform that features a user-friendly dashboard for calculating marketing return on investment and managing client nurturing campaigns. Users can access a variety of ready-made campaigns that include professionally designed email drip series, social media posts, and advertisements, allowing them to deploy multi-step marketing initiatives seamlessly across multiple channels. Snappy Kraken aims to simplify the marketing process for financial advisors, enhancing their ability to engage clients and grow their businesses.

SMS Capital Management, Inc. specializes in providing tailored wealth management solutions to high-net-worth individuals and families, including business owners, corporate executives, attorneys, and medical and dental professionals. The firm focuses on addressing the unique financial needs of clients who are often dedicated to their careers but prioritize the well-being of their families. In addition to wealth management, SMS's clientele is engaged in philanthropic activities, reflecting their commitment to community involvement. In June 2019, SMS Capital Management was acquired by Mariner Wealth Advisors, further expanding its capabilities in serving affluent clients.

For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning. The Singer Xenos advisory team brings expertise based on decades of experience in financial planning and investment banking, in addition to bankruptcy law, corporate law and estate tax planning law. Singer Xenos clients benefit from this integrated approach to wealth management services, with a comprehensive range of financial services that are designed to meet each client’s unique current and long term goals. South Florida’s most well regarded name in wealth management, Singer Xenos distinguishes itself by providing highly personalized services to a select client base. In addition to offering a high staff-to-client ratio, the firm caters to the specific needs of its customers, providing the services of advisors that are specifically trained and experienced in the unique needs of women, entrepreneurs, international professionals and Spanish-speaking individuals. Nationally renowned for its commitment to client success, Singer Xenos is ranked among the 100 most exclusive wealth advisors by Worth Magazine. The firm is one of the largest independent, fee-based wealth management firms in Florida.

Authent Advisors is a financial advisory firm that specializes in providing comprehensive financial planning and management services. The company focuses on helping individuals and corporations achieve financial independence and secure their financial future. Its offerings include investment and asset management, as well as tax preparation and consulting services. By prioritizing the unique goals of its clients, Authent Advisors aims to facilitate the attainment of their financial objectives through tailored solutions and expert guidance.

Patriot Wealth Management, Inc. is a comprehensive financial management firm based in Houston, Texas, founded in 2004. As a registered investment adviser, it offers a range of financial services, including investment management, financial planning, and consulting tailored to the needs of individuals, high net worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm specializes in managing equity, fixed income, and balanced portfolios, focusing on investments in public markets and utilizing mutual funds and exchange-traded funds. Patriot Wealth Management employs various analytical methods, including fundamental and technical analysis, to inform its investment strategies, supplemented by external research. As of January 1, 2019, the firm operates as a subsidiary of Mariner Wealth Advisors.

Hyre Personal Wealth Advisors is a professional services firm specializing in comprehensive wealth management. They provide tailored financial, investment, and estate planning services to a diverse clientele, including individuals, business owners, and those navigating significant life changes. The company's approach involves offering objective guidance, in-depth portfolio analysis, and dedicated commitment to help clients navigate complex financial landscapes and work towards their unique financial goals.