In his July commentary, Jeff Krumpelman, chief investment strategist, shares why his “back to normal” theme is alive and well amid double-digit market gains, solid economic data and easing inflation.
About us
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.
- Website
-
http://www.marinerwealthadvisors.com
External link for Mariner
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Overland Park, KS
- Type
- Privately Held
- Specialties
- risk management, consulting services, retirement planning services, investment analysis and selection, asset management, business retirement plans, philanthropy, multi-generational wealth planning, investing, wealth planning, tax planning, estate planning, financial planning, trust services, insurance solutions, retirement plan solutions, tax preparation, and wealth management
Locations
Employees at Mariner
Updates
-
Young Professionals: Listen to this episode of #YourLifeSimplified, where Jinger Pajestka, senior wealth advisor, discusses adjusting your wealth plan in this phase of life. https://bit.ly/4bBWPGx Michael MacKelvie CFP®
-
What could be ahead in the second half of the year? Register for our webinar to hear our take. We'll cover: ☑️ Inflation ☑️ Fed Policy ☑️ Interest Rate Trends
2024 Midyear Crystal Ball Outlook
https://www.marinerwealthadvisors.com
-
Executives: Is your portfolio diverse enough? Abby Foster, CFP®, wealth advisor, shares her advice for avoiding company stock concentration risk.
-
Wishing you a happy #IndependenceDay!
-
Behind every Mariner advisor is access to a team of advisors. Together, we solve complex challenges for your wealth. Learn how we can help build momentum for your wealth. https://bit.ly/4eI1SYZ
-
We seek a highly analytical and detail-oriented professional to join our finance team. This role is pivotal in driving our company’s financial planning and economic forecasting. If you are ready to take the next step in your career, apply today!
Senior Analyst, Finance - Hybrid
ibnqjb.fa.ocs.oraclecloud.com
-
If you’re “sandwiched” between aging parents and your own children, you know the challenges of caring for multiple generations. At Mariner, we can help you successfully navigate this life stage. #SandwichGeneration #SandwichGenerationMonth
-
If you’ve experienced a life change—marriage, new job, birth of a baby—recently, make sure your insurance policies are up to date. Watch our recent webinar to learn more. #NationalInsuranceAwarenessDay
Webinars
-
Seeking high functioning and energetic candidates for a wealth consultant position on our national business development team in the Scottsdale, AZ region. You will assist in generating new business opportunities to drive revenue and market growth.
Business Development Opportunity Available in Scottsdale, AZ