Mariner Wealth Advisors

Zoe Financial, Inc., founded in 2016 and based in Scarsdale, New York, specializes in providing financial advisory services. The company focuses on connecting clients with independent, fiduciary financial advisors who are thoroughly screened to ensure they offer appropriate and trustworthy guidance. Zoe Financial employs a wealth planning platform that categorizes advisors based on their qualifications, expertise, and operational efficiency, facilitating personalized financial planning for clients. This approach helps individuals navigate their financial needs, promoting accountability and informed decision-making for stable 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 collaborates with Mariner Platform Solutions to provide comprehensive financial advisory services. It serves high-net-worth families, executives, and entrepreneurs nationwide, addressing all aspects of their financial needs. The firm's assets are managed by its executive management team, ensuring tailored and effective financial strategies for its clients.

Jenkins Wealth is a professional services firm specializing in wealth management. It offers a range of services including investment strategies, employee benefits, life insurance, retirement planning, and comprehensive financial planning to individual investors. The company aims to deliver satisfying returns with less volatility through its tailored, holistic approach.

Triton Financial Group is a professional services firm specializing in fee-based financial advisory services for both individuals and businesses. The company offers 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. Triton Financial Group 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 specializes in wealth management services for individuals and businesses, providing a comprehensive range of financial solutions tailored to clients' unique circumstances. The firm offers expertise in retirement planning, tax and insurance planning, cash management, investment management, estate planning, and trust services. By focusing on customized long-term strategies, Confluence Financial Planning aims to help clients navigate complex financial landscapes and achieve their financial 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 focuses on delivering unbiased advice aimed at achieving long-term investment outcomes. Committed to supporting and educating clients, Walker Wealth offers informed guidance with an emphasis on trust, integrity, and respect. The firm collaborates closely with clients to ensure their financial goals are met through comprehensive financial planning, wealth management, and retirement planning services.

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, founded in 2010. The firm specializes in providing investment advisory services to high net worth individuals, families, charitable organizations, and corporations. Arbor Wealth Management employs both fundamental and technical analysis to inform its investment decisions. In addition to investment management, the firm offers a range of services including financial planning, retirement planning, estate planning, trust services, and tax planning. As a fee-only, fiduciary registered investment advisory firm, Arbor Wealth Management emphasizes transparency by maintaining a flat-fee schedule for its services, ensuring that clients receive comprehensive support in planning for their financial futures.

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 that specializes in wealth management and retirement plan services for individual and pension clients. The company offers a range of financial services, including private wealth management, home financing and refinancing assistance, tax-smart investing strategies, private investment evaluation, asset protection tactics, and business evaluations. By providing personalized advice and guidance, Savant Investment Group aims to help clients navigate their financial matters effectively and achieve their financial goals through retirement planning that adapts to changing circumstances.

Vaughn Wealth is a wealth management firm based in Orlando, Florida, specializing in a comprehensive range of financial services. The company offers financial, estate, and tax planning, as well as retirement planning, investment management, asset allocation, insurance solutions, and risk management services. By focusing on personalized strategies, Vaughn Wealth aims to help clients achieve financial stability and long-term success in managing their wealth.

FCG Advisors, LLC, located in Chatham, New Jersey, is an investment advisory firm that has been in operation since 1994. The firm specializes in wealth management, offering services such as investment management, asset allocation, customized financial planning, retirement advice, and family office services. The executive management team oversees the management of client assets, ensuring tailored solutions to meet individual client needs. FCG Advisors was acquired by Mariner Wealth Advisors, expanding its reach and resources in the investment advisory sector.

Channel Islands Group specializes in estate, tax, trust, and insurance planning, offering comprehensive wealth management solutions since its inception in 2014. The firm provides a range of services, including financial, mortgage, and legal support, all designed to address the real estate and business planning needs of individuals. By prioritizing transparency and client trust, Channel Islands Group aims to deliver efficient investment management and strategic wealth planning advice, ensuring clients receive professional and tailored services within a single framework.

AdvicePeriod is an SEC-registered investment advisor based in Los Angeles, California, established in 2014. The firm specializes in a range of wealth management services, including trust and estate planning, cash flow management, investment management, retirement planning, and risk management. Additionally, AdvicePeriod provides guidance on philanthropy, portfolio tax minimization, and insurance reviews, catering to clients in various sectors such as legal services, private equity, aviation, and marine. By combining actionable planning advice with objective investment guidance, AdvicePeriod aims to help clients achieve their financial goals and shape their legacies for future generations.

Allegiant Private Advisors specializes in providing wealth management, investment management, and financial planning services tailored for high-net-worth individuals, families, entrepreneurs, nonprofit organizations, and foundations. The firm offers a range of services, including estate planning, risk management, and educational and retirement planning. By delivering customized solutions, Allegiant Private Advisors aims to help clients effectively 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 and management services firm focused on helping individuals and businesses build and preserve secure financial futures. The company provides a range of services, including financial planning, investment and asset management, as well as tax preparation and consulting. Authent Advisors measures its success by the extent to which it aids clients in achieving financial independence and reaching their personal and professional goals.

Patriot Wealth Management, Inc. is a comprehensive financial management firm based in Houston, Texas, specializing in investment advisory services. Established in 2004, the firm serves individuals, high net worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. Patriot Wealth Management offers a range of services, including financial planning, estate planning, retirement planning, cash flow analysis, and insurance analysis. The firm manages client-focused portfolios across equity, fixed income, and balanced investments, primarily in the U.S. markets. It employs a disciplined investment approach that incorporates fundamental, technical, and cyclical analysis, utilizing both in-house and external research. As of January 2019, Patriot Wealth Management 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.