What's happening
Your CBIZ wealth management consultant is now proud to be part of Mariner Wealth Advisors, an independent wealth management firm recognized by Barron’s as one of the best in the country.
It’s an exciting move for us – and for our clients.
As you may have heard, CBIZ Wealth Management recently became part of Mariner Wealth Advisors, recognized by Barron’s as one of the top firms in the country. It’s an exciting move for us – and for our clients.
Other than our name, nothing changes about the services we provide to you. Our office and phone numbers remain the same, as does our commitment to excellence. Mariner has a stellar reputation, as you will see in the Barron’s article.
We look forward to continuing to guide you and your family toward your financial goals, and we are now even better positioned to do so. According to Mike O’Neill, a CBIZ wealth management consultant who moved to Mariner earlier this year:
"When I made the move from CBIZ, I felt an immediate connection to their team of professionals, and it was an effortless transition for my clients. I have broader access to investment tools, and my clients and I benefit equally from the support of a firm that is focused exclusively on wealth and asset management."
Mariner Wealth Advisors CEO Martin C. Bicknell said, "We believe there is great potential for our groups to benefit from our respective skill sets. Our excellence as wealth advisors complements this group's excellence in business services, products and solutions in accounting, employee benefits, insurance and retirement planning.
"By affiliating with Mariner, these wealth advisors will have unique access to a broader range of services and our holistic approach to long-term wealth management for family offices, businesses and high net-worth individuals. For us, adding this group helps deepen our expertise and broaden our capabilities for clients," Bicknell added.