Mariner Wealth Advisors ("Mariner") was founded in 2006 by Marty Bicknell  with the mission to provide truly independent advisory services focused on meeting client needs above all else. The firm has been in operation for 18 years. Key growth milestones include:

Here's a timeline highlighting key milestones in the firm's history:

2006: Marty Bicknell, along with an initial team of eight individuals, established Mariner Wealth Advisors with the aspiration to build a firm centered around client needs.

2008: During the financial crisis, Mariner's growth doubled as top talent from larger firms were drawn to its client-centered approach, seeking alternatives to decisions made at larger institutions.

2009: The Mariner Foundation was established as the firm's charitable-giving vehicle, funded through associate donations and a dollar-for-dollar company match, reflecting a commitment to impacting the lives of many.

2012: Mariner acquired its first major firm outside Kansas City, initiating significant relationships within the investment banking community and marking the beginning of its expansion beyond the local market.

2015: The firm partnered with referral programs to drive new client growth, enhancing its outreach and service capabilities.

2016: Barron's ranked Mariner among the top 5 Registered Investment Advisor (RIA) firms in its inaugural year of rankings, a position the firm has maintained consistently since then.

2018: Mariner introduced the "One Mariner" mindset, unifying its sub-brands under one roof for the first time. This initiative began with nationwide expansion through acquisitions of advisory firms sharing a common vision.

2020: The firm launched an independent platform to serve the needs of independent firms and advisors, providing broader access to various types of advisors and their clients.

2021: Mariner secured private equity investment, reinforcing its position as an industry leader and providing resources for further growth and innovation.

2023: The firm reached—and quickly surpassed—100 locations nationwide, demonstrating its rapid expansion and commitment to serving clients across the country.

Throughout its history, Mariner Wealth Advisors has remained focused on its mission to keep clients at the center of everything it does, building a firm that adapts to the evolving needs of its clients and the financial services industry.

Commitment to Client Success

Mariner Wealth Advisors is dedicated to enhancing the financial well-being of its clients by focusing on a forward-looking, proactive approach. The firm's advisors emphasize collaboration, regularly reviewing clients’ financial plans and making adjustments to align with changing life circumstances or market conditions. This commitment to adaptability ensures that clients' strategies remain relevant and effective over time.

Future Vision

Looking ahead, Mariner Wealth Advisors aims to continue its growth and innovation in the wealth management space. The firm plans to further expand its service offerings and geographic presence while maintaining its dedication to providing clients with unparalleled financial guidance. By staying true to its core values of integrity, transparency, and client-focused service, Mariner Wealth Advisors is well-positioned to remain a trusted partner for individuals and families seeking comprehensive financial solutions.

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