Mariner WealthTrack

At Mariner, we believe financial advice should be accessible to everyone, including our associates. The Mariner WealthTrack Program is designed to help associates build greater financial confidence, clarity, and long-term success through personalized guidance tailored to their goals, life stage, and priorities.

Whether you are just beginning your financial journey or looking for comprehensive wealth management support, WealthTrack provides access to experienced advisors, educational resources, and integrated planning solutions that can help you make informed decisions and achieve meaningful progress toward your financial goals.

Use this website link to request a consult.

Mariner WealthTrack

Two Engagement Tracks

Wheter you want a focused planning session or a dedicated advisor for ongoing management, WealthTrack meets you where you are.

Track 1: Planning & Advice Only

Pro Bono — No cost to associates
  • Goal setting and financial clarity
  • Retirement readiness review
  • Benefits optimization (401k, HSA)
  • Budgeting and debt strategy
  • Insurance review and general investment guidance
  • One to two 30-minute meetings per year
  • Select from Pro Bono Advisor list or request a match

Track 2: Planning & Ongoing Management

60bp annualized — No minimum annual fee
  • Estate and retirement planning
  • Investment allocation and ongoing management
  • Tax planning and education planning
  • Insurance & risk management — Life and P&C
  • Executive compensation planning
  • Account aggregation through Mariner GPS
  • Annual review + mid-year check-in
  • Access to Trust, Tax, Insurance, and UHNW solutions
  • Free estate planning documents through Vanilla
  • Immediate family: 80bp on first $10M, 60bp above

​Common Planning Areas

Your WealthTrack advisor can engage across any of the following areas based on your goals and track.
  • Estate, Retirement, & Tax Planning
  • Investment Management
  • Insurance & Risk
  • Budgeting & Cash Flow
  • Life Event Planning & Goal Setting
  • Benefits Optimization
  • Executive Compensation
  • Liquidity & Emergency Reserve
  • Education Planning

Your Privacy is Protected

Steps taken to minimize visibility of Associate assets and information. You may also choose an advisor outside your local office to maintain privacy in your day-to-day environment.

Quarterly Office Hours

45-minute education-first Zoom sessions with a rotating guest advisor panel. Anonymous Q&A, featured financial topics, and open chat. Available to all  Associates regardless of enrollment.

 

Frequently Asked Questions

Track 1: Planning & Advice Only provides pro bono financial guidance at no cost to associates.

Track 2: Planning & Ongoing Management provides ongoing financial planning and investment management for an annualized fee of 60 basis points, with no minimum annual fee.

The Planning & Advice Only track may include services such as goal setting and financial clarity, retirement readiness review, benefits optimization, including 401(k) and HSA guidance, budgeting and debt strategy, insurance review, and general investment guidance

Associates may receive one to two 30-minute meetings per year.

Associates may select an advisor from the Pro Bono Advisor list or request to be matched with an advisor.

No. This is an optional program, and Associates are not required to use a Mariner advisor.

Immediate family members may access ongoing management services at an annualized fee of 80 basis points on the first $10 million and 60 basis points on amounts above $10 million.