Mariner Wealth Advisors
Life has often been compared to a voyage. Even though you may set out with a clear destination in mind, getting there is not always as simple as it first appears. Along the way we’re reminded that the sea does not reward those who are too anxious, too greedy, or too impatient.
Throughout history the ones who always led the way on voyages like these were called Mariners. As they are today.
Mariner Wealth Advisors.
Helping you navigate your financial future.
Barron’s Magazine, 2010 Mariner Wealth Advisors Ranked:
Ingram’s Magazine, 2010
Be assured, nothing has changed about the services you will receive from the wealth management consultant you know and trust. Our office location and contact information are the same; the only thing you will notice is a gradual name change from CBIZ to Mariner.
Mariner is among the top wealth management firms in the country. In October 2010, Mariner was named the second top independent investment advisor in America for 2010 by Barron’s magazine, the Dow Jones Business and Financial Weekly. It was not the first accolade the firm has received from Barron’s. In fact, Mariner has a widespread reputation for excellence, earned through the hard work of more than 240 highly experienced people who are focused exclusively on wealth and asset management.
Some Mariner Facts:
- Headquartered in Leawood, Kansas
- Focused on wealth management for family offices,
businesses and individuals - Over 240 professionals
- Managing over $8 billion in client assets
- Client-centered in everything
- Recognized by Barron’s as one of the
Top Independent Advisors in the US
Our team is centered on you, same as always. As a highly valued client, you can expect a seamless transition to Mariner, and you can be certain your wealth advisor is as committed as ever to providing the exceptional client service you expect and deserve.
Mariner’s expertise as wealth advisors complements the CBIZ team’s expertise in business services, products and solutions in accounting, employee benefits, insurance and retirement planning. By joining Mariner, your wealth management consultant will be able to give you unique access to an even broader range of services.
A mission to provide peace of mind Mariner’s mission is to help clients and their families achieve and maintain financial peace of mind – preserving the wealth clients have created and building a legacy for future generations of family and business leaders.
Welcome to Mariner You have always been our top priority at CBIZ, and that’s just as true now that we are part of the Mariner team. As always, we appreciate the opportunity to serve you, and we look forward to many more successful years together.