Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.

Finance

Mariner Wealth Advisors

Mariner Wealth Advisors' headquarters in Overland Park, KS, United States

Marty Bicknell

Alise Kraus

Kyle Quinn

Jason McElwee

Mayank Gupta

Kate Ardini

Rob Sandrew

Katrina Radenberg

Cheryl Bicknell

Jeff Poe

Jack Sheehan

Thomas Knight

Brian Mcguire

Matt Blake

Andrew Smith

David Marmolejos

Donald Jeffery

Kenneth Jeffery

Nina Arrigo

Raoul Rodriguez

Seth Kelly

Marie Osterhaus

John Geilfuss

The Wealth Management and Advisory team at Mariner Wealth Advisors delivers personalized financial strategies and investment management services to clients, helping them preserve and grow their wealth for future generations. With a diverse team of experts, including portfolio managers and senior advisors, they provide tailored advice on asset allocation, retirement planning, and tax optimization, ensuring clients attain long-term financial peace of mind. This collaborative approach allows them to address unique client needs while building lasting relationships focused on achieving financial goals.

Wealth Management and Advisory

The Leadership Team at Mariner Wealth Advisors is responsible for setting the strategic direction of the firm, ensuring effective management and operational efficiency, and fostering a culture of excellence in client service. Comprising experienced executives, including the CEO, CFO, and Chief Investment Strategist, they drive decision-making processes that enhance the firm’s capabilities to preserve client wealth and build lasting legacies. Their collaborative efforts ensure alignment across various practices and regions, promoting innovation and the effective execution of the company's mission.

Leadership Team

The Investment Management team at Mariner Wealth Advisors is dedicated to strategically managing client portfolios to maximize returns while aligning with individual financial goals. Comprising experts in various asset classes, including fixed income and options, the team employs rigorous analysis and market insights to preserve wealth and foster long-term growth, ultimately aiding clients in achieving financial peace of mind.

Investment Management

The Investment and Financial Advisory team at Mariner Wealth Advisors focuses on providing tailored investment strategies and financial planning services to clients. Comprising experts in equity markets, private investments, and institutional research, the team collaborates to enhance client portfolios, safeguard wealth, and support long-term financial goals. Their holistic approach ensures clients achieve financial peace of mind and effectively navigate the complexities of wealth management.

Investment and Financial Advisory

The Wealth Management and Financial Planning team at Mariner Wealth Advisors specializes in providing comprehensive financial strategies tailored to clients' unique needs. They focus on multi-generational wealth preservation, executive compensation planning, and trust services, ensuring clients can effectively manage their assets and create a lasting legacy. With a collaborative approach, the team helps clients navigate complex financial landscapes to achieve long-term financial peace of mind.

Wealth Management and Financial Planning

The Tax Management team at Mariner Wealth Advisors specializes in providing strategic tax planning and compliance services to clients. They work closely with families and business leaders to optimize tax efficiency, minimize liabilities, and ensure compliance with ever-changing tax regulations, ultimately contributing to the preservation and growth of clients' wealth for future generations.

Mariner Wealth Advisors

Org chart

Board & advisors

Teams

Wealth Management and Advisory

Leadership Team

Investment Management

Investment and Financial Advisory

Wealth Management and Financial Planning

Tax Management

Offices

Mariner Wealth Advisors

Org chart

Board & advisors

Teams

Wealth Management and Advisory

Leadership Team

Investment Management

Investment and Financial Advisory

Wealth Management and Financial Planning

Tax Management

Offices

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