Mariner Wealth Advisors is a national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. • Proactively interact with clients to understand their needs and build relationships • Evaluate and identify investment objectives through customized, comprehensive financial planning • Assess each clients' financial situation, insurance coverage, tax status to establish investment strategies• Monitor and modify strategies as clients move through major life changes • Recommend appropriate solutions and monitor portfolios for economic changes and adjustments• Weigh costs and benefits and make appropriate trade-offs when making decisions• Present wealth planning options and the relevant analysis before making recommendations• Provide leadership to wealth advisory team in support of client objectives“The postings on this site represent my own opinions and do not necessarily reflect the view of Mariner Holdings, LLC or any subsidiary thereof.”