ADVICEPERIOD + MARINER PLATFORM SOLUTIONS
The AdvicePeriod team has joined forces with Mariner Wealth Advisors and Mariner Platform Solutions.
Your independence supported by our resources to enrich & grow your business.
Comprehensive support so you can spend more time growing your business and less time running it.
It’s your business. You own 100% of it. We’ll help you create an LLC empowering you to own your business and enjoy financial control.
Optimize every aspect of your business with our robust, integrated technology stack.
Built by the same teams that built Mariner Wealth Advisors and AdvicePeriod into what they are today.
From back office and practice management professionals to our tax and trust team, our associates have the experience to help you enhance your client experience and grow your practice.
Our dedicated transition team ensures your onboarding process is quick and efficient.
We offer our advisors support related to designing wealth plans that include tax, estate, trust, investments and insurance strategies and solutions to help clients meet their goals.
Technology is always changing. We’re at the forefront of leveraging the latest solutions to better serve clients, be more efficient and quickly scale our business as you grow.
We believe clients are interested in seeking objective advice from a firm that can offer them more services coordinated under one roof.
Leverage our team of industry leaders, resources, digital and growth strategies, coaching and best practices to help grow & differentiate your practice.
Collaborate with other advisors in the network to share what’s working for you and put best practices to work.
Helping You Grow
We can help your practice grow organically or inorganically. Partnering with us to help you acquire another advisory firm’s practice is another way we can help you accelerate your growth.
We provide you everything you need to help differentiate your practice, enhance your value proposition, and support your clients.
Select from our multiple offerings the platform that best fits your practice today and where you want it to be tomorrow and years from now. In other words, our platforms provide scalable and flexible services based on your objectives.
It’s not just what we know, it’s who we know.
Our experts turn to other experts. We have access to individuals at the top of their professions — experts who collaborate with us to serve our clients — and this network becomes your network.
Mariner Trust Company
Partners with you to design and review trusts for your clients to help ensure their wishes for asset protection and distribution are met.
Mariner Capital Advisors
Collaborate with experienced M&A professionals who provide advice on investment banking, valuation, forensic accounting and succession planning.
Retirement Plan Solutions
Our retirement team helps you advise business owner clients on their 401(k) plan, including plan design, investment selection, asset allocation, IPS preparation and maintenance, plus fiduciary support.
Tax Planning & Preparation
Tenured tax professionals offer your clients proactive tax strategies and year-round planning as an integral part of their wealth plan.
You’ll have access to risk management professionals to help ensure your clients’ insurance coverage aligns with their goals.