Business Details
Your Trusted Partner for Wealth Management Solutions
Mariner Wealth Advisors is a nationally recognized firm dedicated to providing comprehensive wealth management solutions. Our approach centers on collaboration, leveraging an in-house team of experienced professionals to deliver sophisticated strategies tailored to individual and business needs. With a history of excellence reflected in Barron's rankings, we combine local expertise with national resources to address complex financial challenges. Our services integrate investment management, tax planning, estate strategies, and insurance solutions, ensuring clients receive holistic guidance.We prioritize fiduciary responsibility, acting in our clients' best interests while maintaining transparency and ethical standards. Through continuous innovation and a commitment to client education, we empower individuals and organizations to achieve long-term financial goals. Our team's deep industry knowledge and personalized service have solidified our reputation as a trusted partner in wealth management.
Services
Wealth Planning
Investment Management
Tax Planning
Estate Strategies
Trust Services
Insurance Solutions
Retirement Plans
Business Financial Strategy
Institutional Cash Management
Investment Banking
Highlights and features
- We have over 20 years of combined experience in wealth management across our team.
- Our collaborative approach leverages in-house specialists for comprehensive solutions.
- Recognized by Barron's as #6 Mega RIA in 2025 with transparent fee structures.
- We operate as fiduciaries, always acting in our clients' best interests.
- Our nationwide presence combines local market knowledge with national resources.
Services
Wealth Planning
Our wealth planning service creates personalized roadmaps integrating investments, taxes, and estate goals. We analyze your complete financial picture to develop strategies aligned with life objectives. This comprehensive approach ensures coordinated decision-making across all wealth management aspects while maintaining flexibility for evolving needs.
Investment Management
We design customized investment portfolios considering risk tolerance, time horizons, and financial goals. Our team employs active management with access to diverse asset classes. We continuously monitor market conditions and adjust strategies to optimize returns while maintaining disciplined risk management frameworks for long-term growth.
Tax Planning
Our tax planning service focuses on minimizing liabilities through strategic timing of deductions and income recognition. We coordinate with external accountants to implement efficient structures for individuals and businesses. This includes multi-state tax considerations and integration with overall wealth management strategies.
Estate Planning
We develop comprehensive estate plans incorporating trusts, gifting strategies, and succession planning. Our specialists work with legal professionals to ensure proper documentation and execution. The service addresses wealth preservation and transfer efficiency while considering family dynamics and charitable objectives.
Institutional Services
Our institutional division provides retirement plan services, cash management, and business succession strategies. We work with corporate clients to implement employee benefits programs and optimize financial operations. This includes specialized tax considerations and strategic planning for business owners and executives.
People
Marty Bicknell
Chief Executive Officer
Marty Bicknell leads Mariner Wealth Advisors with over 25 years of financial services experience. He focuses on strategic growth while maintaining client-centric values. His leadership emphasizes collaborative wealth management approaches.
Jeff Poe
Chief Financial Officer
Jeff Poe oversees financial operations with expertise in corporate finance and wealth management infrastructure. He ensures fiscal responsibility while supporting service expansion across Mariner's nationwide offices.
Katrina Radenberg
Chief Investment Officer
Katrina Radenberg leads investment strategy with CFA designation and extensive portfolio management experience. She directs asset allocation decisions and oversees the investment research team's market analysis.
William Greiner
Chief Economist
William Greiner provides economic insights to inform investment strategies. His analysis helps clients understand market trends and macroeconomic factors affecting wealth management decisions.
Tony Roberts
Head of Wealth Management
Tony Roberts leads wealth management services with focus on high-net-worth client solutions. He oversees advisor training programs and ensures consistent delivery of Mariner's collaborative service model.
Questions
What services does Mariner Wealth Advisors offer?
We provide wealth planning, investment management, tax and estate strategies, trust services, insurance solutions, and institutional financial advisory services for both individuals and businesses.
Are Mariner Wealth Advisors fiduciaries?
Yes, our advisors act as fiduciaries, always prioritizing client interests through transparent, ethical financial guidance.
How does Mariner's collaborative approach benefit clients?
Our in-house team of specialists works together to create comprehensive solutions addressing complex financial challenges across multiple disciplines.
What recognition has Mariner Wealth Advisors received?
Barron's ranked us #6 Mega RIA in 2025 and consistently among top 100 RIAs since 2016 based on assets and industry impact.
Do you serve clients outside specific geographic areas?
While we have offices nationwide, our digital capabilities allow us to serve clients across the United States regardless of location.
