Financial Advisory

Mariner Wealth Advisors

We understand an important part of an associate’s well-being is financial wellness. As an associate, you have three financial wellness benefits as part of your overall benefit plan.  Use this website link to provide referrals or request a consult.

ONE 30-MINUTE FREE CONSULTATION

Imagine having an advocate who takes the time to actively listen and know your values, beliefs, concerns and your goals first.During your 30-minute consultation, we will:

  1. Look at your current financial well-being
  2. Define your goals
  3. Discuss your financial future

REDUCED WEALTH ADVISORY FEE

As an associate, you receive a discounted wealth advisory fee of 25 basis points less than the traditional fee schedule.

OUTSIDE REFERRAL COMPENSATION

Referrals are our best form of marketing. If an associate refers someone to a business development officer at Mariner Wealth Advisors and they become a client, the business development officer and the associate split the revenue share fee 50/50.