Company intelligence
Mariner
About Mariner
Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
Verified activity
Signals from Mariner
31 published signals
Presence & Recognition
Mariner hosted a panel featuring Kevin W. Corbett at the DeVoe M&A + Succession Summit on September 23-25.
Reported by Amy Boyer
Presence & Recognition
Mariner is hosting a webinar on Medicare open enrollment with Ari Parker and Lisa Fentress from Chapter on September 24 at 3 p.m. CT and 4 p.m. ET.
Reported by Deborah McWilliams, CFP®, CIMA®, CRPC®, ChSNC®
Research & Knowledge
Mariner published an article in collaboration with Custom Content from WSJ analyzing how Mariner is using AI to support client experiences.
Reported by Mariner
Presence & Recognition
Mariner showed up on Times Square to spread its vision of positively impacting the lives of many
Reported by Will Venturi, CFP®
Presence & Recognition
Mariner hosted a webinar with Ari Parker, co-founder of Chapter, and Lisa Fentress, senior wealth advisor with Mariner, on September 24 at 3 p.m. CT and 4 p.m. ET about Medicare open enrollment.
Reported by Mariner
Research & Knowledge
Mariner published a new article in collaboration with Custom Content from WSJ exploring how AI can change financial advisor experience and create more room for advisors to understand financial needs.
Reported by Eric Towell, CFP®
Presence & Recognition
Mariner hosted a webinar on Medicare open enrollment with Ari Parker, co-founder of Chapter, and Lisa Fentress, senior wealth advisor, on September 24 at 3 p.m. CT and 4 p.m. ET.
Reported by Trey Barnes, CFP®
Research & Knowledge
Mariner published a new article in collaboration with Custom Content from WSJ exploring how AI can change financial advisors' time and expertise.
Reported by Michelle Grillone
Research & Knowledge
Mariner published an article breaking down how bonuses, RSUs, and deferred compensation are taxed and what to review before year-end to avoid surprises.
Reported by Tom Kozney
Presence & Recognition
Mariner's Troy Brown was featured in FIN News' 5 Questions series reflecting on the institutional landscape and experiences shaping his work.
Reported by Kristin Fishbaugh, CFA
Presence & Recognition
Mariner hosted a webinar with Ari Parker, co-founder of Chapter, and Lisa Fentress, senior wealth advisor for Mariner, on September 24 at 3 p.m. CT and 4 p.m. ET to discuss Medicare open enrollment.
Reported by Mike Villar
Research & Knowledge
Mariner published an article in collaboration with Custom Content from WSJ analyzing how Mariner is using AI to support client experience.
Reported by Eric Towell, CFP®
Presence & Recognition
Mariner is hosting a webinar on Medicare open enrollment with Ari Parker and Lisa Fentress from Chapter on September 24 at 3 p.m. CT and 4 p.m. ET.
Reported by Chuck Riesterer, CFP®, MBA
Presence & Recognition
Mariner hosted a webinar on Medicare open enrollment with Ari Parker, co-founder of Chapter, and Lisa Fentress, senior wealth advisor, on September 24 at 3 p.m. CT and 4 p.m. ET.
Reported by Dan Kronmal
Presence & Recognition
Mariner hosted a webinar on Medicare open enrollment with Ari Parker, co-founder of Chapter, and Lisa Fentress, senior wealth advisor, on September 24 at 3 p.m. CT and 4 p.m. ET.
Reported by Joe Frissora CFP®
Research & Knowledge
Mariner published an article evaluating estate plans based on the One Big Beautiful Bill Act, which permanently raised the federal lifetime estate tax exemption to $15 million per individual in 2026.
Reported by Michelle Grillone
Research & Knowledge
Mariner published the latest issue of The Forward looking at two ideas shaping the next era of advisor growth, including why independence is increasingly about leverage and why stronger practice value starts with fundamentals.
Reported by Chuck Riesterer, CFP®, MBA
Presence & Recognition
Mariner hosted a webinar with Ari Parker, co-founder of Chapter, and Lisa Fentress, senior wealth advisor for Mariner, on September 24 at 3 p.m. CT and 4 p.m. ET about Medicare open enrollment.
Reported by Joe Frissora CFP®
Research & Knowledge
Mariner published an article in The Forward discussing two ideas shaping the next era of advisor growth, including why independence is increasingly about leverage and why stronger practice value starts with fundamentals.
Reported by Dan Kronmal
Research & Knowledge
Mariner published a new article in collaboration with Custom Content from WSJ exploring how Mariner is using AI to support a more proactive, connected approach to financial advice.
Reported by Michelle Grillone
Presence & Recognition
Mariner received a placement from Brex for the city's best seat.
Reported by Tom Kozney
Presence & Recognition
Mariner received a placement from Brex for the city's best seat.
Reported by Deborah McWilliams, CFP®, CIMA®, CRPC®, ChSNC®
Research & Knowledge
Mariner published an article in collaboration with Custom Content from WSJ exploring how Mariner is using AI to support a more proactive, connected approach to financial advice.
Reported by Eric Towell, CFP®
Presence & Recognition
Mariner received a placement from Brex for the city's best seat.
Reported by Chuck Riesterer, CFP®, MBA