The Notre Dame Wealth Management Symposium brings together industry leaders to share insights and advance the next generation of wealth management. Rob Sandrew, national managing director, independent advisors, will be attending the event November 19-20, and he’s looking forward to great conversations about the future of the profession. If you’ll be there, be sure to connect with him!
About us
Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
- Website
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http://www.marinerwealthadvisors.com
External link for Mariner
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Overland Park, KS
- Type
- Privately Held
- Specialties
- risk management, consulting services, retirement planning services, investment analysis and selection, asset management, business retirement plans, philanthropy, multi-generational wealth planning, investing, wealth planning, tax planning, estate planning, financial planning, trust services, insurance solutions, retirement plan solutions, tax preparation, and wealth management
Locations
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Primary
Get directions
5700 W. 112th
Suite 200
Overland Park, KS 66211, US
Employees at Mariner
Updates
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We’re growing in Plano, TX and excited to expand our team with a new associate wealth advisor. At Mariner, you’ll find more than a career; you’ll find support, resources and the chance to grow alongside a team that’s passionate about making a positive impact. Want to bring your skills to a place where your ideas are valued? Don't hesitate, apply now!
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Leadership isn’t a destination—it’s a continual journey of learning, growth and purpose. In the latest episode of Your Life Simplified, host Whitney Reagan, MBA sits down with Chief Operating Officer Cheryl Bicknell, for an inspiring conversation on leadership, development and finding your highest and greatest use. Listen here: https://bit.ly/4pcl4Cp
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The One Big Beautiful Bill Act (OBBBA) is reshaping how families and advisors approach charitable giving and estate planning. Join our upcoming webinar, The OBBBA’s Ripple Effect: What It Means for Philanthropy and Estate Planning, to learn how the new rules could influence giving decisions, legacy strategies and long-term planning opportunities. Mariner’s Jennifer Kohlbacher, director of wealth strategy, and Scott Luhnau, vice president of multi-generational wealth planning, will share their insights in a discussion moderated by Jodi Robinson, vice president of tax services. November 13 | 3 p.m. CT | 4 p.m. ET Register here:
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Mariner was built on a specific vision: to positively impact the lives of many. And when we empower our people, we can better serve our clients and communities. We're hiring a senior manager, tax in Novi and we’re looking for someone ready to make a difference today while building their future for tomorrow. If you’re seeking a career with purpose, growth and support, apply here:
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Be sure to catch Chief Investment Strategist and Head of Equities Jeff Krumpelman on Yahoo Finance this Friday! He’ll share his perspective on today’s market environment—and why it’s important for investors to stay grounded for the long term. Tune in to Yahoo Finance Live on Friday, Nov. 14 at 9:30 a.m. E.T.
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The Mariner team had an inspiring few days at Charles Schwab IMPACT 2025, connecting with peers and gaining fresh perspectives from thoughtful sessions and conversations. Stepping back from the day-to-day to exchange ideas and explore new approaches helps us bring even more value to our clients and associates. We’re grateful for the insights, collaboration and connections that continue to strengthen our work and our industry. #SchwabIMPACT2025
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