Business Details
Trusted Financial Advisers in Overland Park, KS
At Taylor Wealth Management, we believe that true wealth management requires more than individual expertiseit demands a collaborative approach. Our firm is built on the principle that every client benefits from the collective knowledge of a team of seasoned professionals working in unison. With a presence across the nation, we combine local insight with national resources to deliver tailored financial strategies. Recognized by Barron's as a top-ranked firm, our advisors are committed to helping clients navigate complex wealth challenges with confidence. We prioritize transparency, ethical practices, and a fiduciary responsibility to ensure our clients' interests remain central to every decision.Our accolades reflect our dedication to excellence, but our true measure of success lies in the long-term relationships we build with those we serve. By fostering a culture of continuous learning and innovation, we stay ahead of evolving market dynamics to provide actionable, forward-thinking advice. Whether you're an individual, family, or business, our goal is to empower you with clarity and confidence in your financial future.
Services
Wealth Planning
Investment Management
Tax Planning
Estate Planning
Trust Services
Insurance Solutions
Retirement Plans
Business Financial Strategy
Institutional Cash Management
Financial Wellness Programs
Highlights and features
- Barron's ranked #6 Mega RIA in 2025 for excellence in wealth management.
- Collaborative team approach ensures access to diverse expertise and innovative solutions.
- Fiduciary commitment to act in clients' best interests at all times.
- Nationwide presence with localized, personalized service delivery.
- Proven track record of adapting to market changes while prioritizing client goals.
What people say
Expertise
Personalized service
Transparent advice
Fiduciary responsibility
Long-term partnerships
Services
Wealth Planning
Wealth planning involves creating customized strategies to align your financial resources with life goals. Our advisors analyze income, assets, and objectives to build actionable plans. This service integrates tax efficiency, risk management, and legacy considerations for holistic wealth optimization.
Investment Management
Investment management focuses on designing and maintaining diversified portfolios tailored to risk tolerance and time horizons. We employ evidence-based strategies and ongoing monitoring to adapt to market shifts. The goal is to maximize returns while aligning with individual financial objectives and ethical preferences.
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax burdens. Our specialists craft legal frameworks like trusts and wills. We also address incapacity planning and charitable giving to protect your legacy and family interests.
Tax Planning
Tax planning identifies strategies to reduce taxable income and liabilities across personal and business contexts. We analyze deductions, credits, and entity structures to optimize tax outcomes. This service includes preparation for audits and compliance with evolving regulations.
Trust Services
Trust services involve managing assets on behalf of beneficiaries through legal structures like revocable and irrevocable trusts. We ensure adherence to trust terms while prioritizing growth and preservation. This includes trustee responsibilities, distribution planning, and tax reporting.
People
Marty Bicknell
Chief Executive Officer
Marty Bicknell leads Taylor Wealth Management with a focus on innovation and client-centric service. With decades of industry experience, he drives strategic growth while maintaining a commitment to fiduciary excellence.
Jeff Poe
Chief Financial Officer
Jeff Poe oversees financial operations and strategic planning for Taylor Wealth Management. His leadership ensures fiscal discipline and sustainable growth aligned with the firm's long-term vision.
Katrina Radenberg
Chief Investment Officer
Katrina Radenberg, CFA, directs investment strategy and portfolio management. Her expertise in capital markets ensures clients receive data-driven, risk-adjusted solutions tailored to their unique needs.
William Greiner
Chief Economist
William Greiner provides macroeconomic insights that inform investment decisions. His analysis of market trends and policy impacts helps clients navigate complex financial landscapes.
Tony Roberts
Head of Wealth Management
Tony Roberts leads wealth management initiatives, focusing on delivering comprehensive solutions. His team specializes in addressing high-net-worth client needs through integrated planning and execution.
Questions
What sets Mariner Wealth Advisors apart from other firms?
Our collaborative team approach combines local expertise with national resources, ensuring personalized solutions backed by rigorous analysis and fiduciary accountability.
How do you tailor financial plans to individual needs?
We conduct in-depth assessments of goals, risk tolerance, and life circumstances to create dynamic strategies that evolve with your changing needs.
Are you a fiduciary?
Yes, we act as fiduciaries, legally and ethically committed to prioritizing client interests in all recommendations and actions.
What investment strategies do you use?
We employ evidence-based, diversified approaches aligned with your objectives, combining active and passive strategies to optimize risk-adjusted returns.
How often do you review financial plans?
We conduct annual comprehensive reviews and offer quarterly check-ins, with additional updates as needed for major life events or market shifts.
Can you help with business financial planning?
Yes, we provide specialized services for businesses, including retirement plans, tax strategies, and cash management solutions tailored to organizational goals.
