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Mariner Wealth Advisors delivers comprehensive wealth management solutions, integrating diverse financial services into a unified framework. The firm offers core capabilities including wealth planning, investment management, tax preparation, estate planning, and risk advisory. This consolidated approach streamlines the client experience, providing coordinated expertise for individuals and businesses.
Marty Bicknell and seven co-founders established Mariner in 2006. Drawing on experience from a national firm, Bicknell identified an opportunity to create an advisory model singularly focused on client needs. This founding insight aimed to redefine financial service delivery, prioritizing individual objectives over traditional industry structures.
The company serves individuals, families, and businesses seeking integrated financial guidance. Mariner Wealth Advisors strives to be the principal financial partner, offering holistic advice encompassing clients' entire lives. This commitment cultivates enduring relationships, empowering clients to navigate their financial landscape with personalized support.
Key people at Mariner Wealth Advisors.
Key people at Mariner Wealth Advisors.
Mariner Wealth Advisors has 1 tracked investment across 1 company. The latest tracked deal is $30.0M Series B in Zoe Financial in April 2025.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Apr 1, 2025 | Zoe Financial | $30.0M Series B | Sageview Capital | Addition, Demetrios Christofidis JR, Captrust, Creative Planning, Falcon Wealth Planning, Perigon Wealth Management |