Mariner Wealth Advisors has unveiled a new platform to help wealth advisers provide services to their clients while growing their businesses.The new Mariner Platform Solutions includes a suite of resources covering investment portfolio design and implementation, marketing, technology, compliance and operations support for independent firms and advisers who seek to scale their businesses without sacrificing their focus on serving their clients.
“Many advisers desire to continue building their firm yet lack significant resources or the right infrastructure to effect that growth. We saw a need in the marketplace for an advisory platform that provides operational support on various levels,” says Marty Bicknell, CEO and president of Mariner Wealth Advisors.
“Through their relationship with Mariner Platform Solutions, advisers will have access to our client-first advisory solutions, in-house investment models and advanced practice management expertise, while maintaining their own brand and ownership.”
Building on the foundation that has made Mariner Wealth Advisors well-known in the industry, Mariner Platform Solutions leverages expertise in transitioning businesses to an operating platform that enables advisors to spend less time worrying about back office and operational responsibilities and more time servicing existing clients.
The company says its goal is to build true enterprise value for participating firms and advisors by helping them achieve scale and efficiency while growing their client base.
Jason McElwee will serve as managing director of Mariner Platform Solutions. Having co-founded Mariner Wealth Advisors as an associate with Bicknell, McElwee is coming back to his roots with more than two decades of experience providing wealth advice and generating sales within the financial services and asset management industry.
“We’re thrilled to have someone of Jason’s calibre leading this platform. His tenure in the industry and history with Mariner Wealth Advisors position him exceptionally well to spearhead the team. We are excited to welcome him back to Mariner,” adds Bicknell.
Mariner Platform Solutions will be powered by Dynasty Financial Partners, a leading provider of wealth management and technology platforms for independent financial advisory firms. Dynasty will deliver the Mariner Platform Solutions adviser desktop, inclusive of financial planning software and customer relationship management (CRM), among other capabilities, and deliver a comprehensive client-facing portal where clients can easily access their financial information and digitally engage with their advisor. Dynasty will also provide adviser support in the areas of digital marketing, investment operations, research, reporting, business analytics and CRM.
“Having known and respected Marty Bicknell and Mariner Wealth Advisors for years, I was thrilled when Marty called to discuss Mariner Platform Solutions. We both saw opportunity in the market for a turnkey program by which advisers could leverage the practice management, scale and knowledge gained from Mariner Wealth Advisors to enable advisers to quickly grow their practices,” comments Dynasty president and CEO Shirl Penney. “We couldn’t be happier to team up on this initiative, which we feel will make a true impact in the industry.”