Kevin W. Corbett, Managing Director – Corporate Development & Strategy, Mariner Wealth Advisors joined Keith Black, Managing Director of RIA Channel to discuss the top RIA’s 360° approach to wealth management.
While most advisors offer financial planning and investment management services, some clients need much more comprehensive offerings from their financial services provider. Mariner Wealth Advisors, which has been widely recognized amongst the top RIAs nationally, delivers a wide range of holistic wealth services catered to both families and businesses. Beyond traditional financial planning, Mariner’s capabilities include taxes, estate planning and trust services, as well as access to investment banking and business valuation services for clients who are anticipating wealth creation events. Business services include retirement plans and cash management.
Much of Mariner’s success can be attributed to the firm’s strong talent and ability to help advisors serve client needs across the entire wealth spectrum, says Corbett. Today Mariner Wealth Advisors manages over $65B in AUM and represents over 600 advisors and 35,000 clients.
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