About

When we founded our privately held national advisory firm in 2006, our top priority was to keep the client at the center of everything we do and that mission continues today under CEO Marty Bicknell’s leadership. We have built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Our client-first approach is carried out by our wealth advisors in offices across the country. Because our teams, including individual and business, tax planning and preparation, estate planning, trust services, investment management, personal insurance solutions, Mariner Institutional and specialized business services are in-house, we can provide clients with a coordinated, customized experience. To personalize the experience, we limit the number of clients each wealth advisor has, which means our wealth advisors are solely focused on partnering with their clients to help them navigate their financial future.