Mariner Wealth Advisors

06/03/2026

When our people show up for their communities, the impact speaks for itself.

On this year’s +Impact Day—our annual day of giving back—associates across Mariner came together to give their time, energy and support to organizations and make a difference where it matters most.

- Volunteered 3,000 hours
- Supported 71 organizations
- Contributed $193,500 in grants
- Came together as 1,150 volunteers across 85 locations and beyond

It’s a powerful reflection of what happens when people give their time with intention.

06/02/2026

We had a fantastic day at our Mariner 2026 CPA Summit. CPAs learned from keynote Chuck Wachendorfer how to drive growth through achieving purposeful goals. Sessions also included insights on driving revenue, specialty tax considerations, equity strategies for taxable investors and helping clients navigate agricultural assets in the great wealth transfer.

06/02/2026

Mariner has acquired Wealth Conscious Management, a California-based wealth management firm with approximately $320 million in assets specializing in the unique financial needs of professionals across film, television, music and media.

The addition expands Mariner’s presence in California and broadens its reach within the entertainment industry. By joining Mariner, the team gains access to expanded planning capabilities and resources to continue delivering highly personalized advice as clients navigate evolving careers, dynamic income and long-term goals.

“Advisors join Mariner to deepen relationships and enhance the value they deliver,” said Marty Bicknell, president and CEO of Mariner. “Wealth Conscious Management has built a distinctive practice serving clients who require a highly personalized approach.”

Read more about the acquisition here.

Acquisition of Wealth Conscious Management brings a California-based team with a focus on film, television, music and media professionals to Mariner’s national platform

06/01/2026

Headed to BNY Insite 26 in Aurora, Colorado?

This event brings together leaders across the financial services industry to explore the ideas, trends and innovations shaping what’s next. From evolving client expectations to new opportunities for growth, it’s a space for meaningful conversations and forward-looking insights.

Matt Lovejoy, Kevin Corbett, Amy Boyer and Bobby Coster will all be attending June 2-4. If you’ll be attending, we’d welcome the opportunity to connect!

05/29/2026

College isn’t as far off as it seems.

Whether your child is years away or close to that next step, planning ahead can create more flexibility, more options and more confidence in how you fund it.

As timelines get clearer and costs get real, many families start asking broader questions: How much is enough? What’s the most tax-efficient way to fund it? How does this fit into everything else we’re planning?

That moment matters.

It’s often when saving starts to evolve into something more—a complete strategy shaped by the right guidance and built around everything you’re working toward.

In recognition of National 529 Day, explore ways to plan with intention.

Saving for college isn’t one-size-fits-all. Your ideal approach depends on your specific financial situation.

05/26/2026

Your wealth has another level. Find a financial advisor to help power your wealth forward at Mariner.

Learn more: https://bit.ly/4tXTUB8

05/22/2026

It’s our pleasure to welcome Klink Wealth Advisors to the Mariner Independent advisor community.

Led by Alex Klingelhoeffer, Klink Wealth Advisors seeks to understand each client’s story, with a goal of bringing greater clarity and confidence to client’s financial life. The firm name “Klink” comes from Alex’s nickname and the logo uses imagery of a coin making a “klink” sound to represent the idea of saving and investing for the future.

With access to Mariner’s resources, Klink Wealth Advisors can leverage the expertise of a broad team of seasoned professionals to meet their clients’ ever changing financial needs.

Get to know Klink Wealth Advisors: https://bit.ly/3PWOOqT

05/21/2026

A new type of tax-advantaged savings account for children is now available.

As part of the One Big Beautiful Bill Act, Trump accounts (IRC Section 530A) are designed to support long-term financial security for children under 18. With the IRS issuing initial guidance in December, here's what we know so far about eligibility, contribution limits and withdrawal rules.

On Dec. 2, 2025, the IRS issued Notice 2025-68 to provide initial guidance on Trump accounts, which fall under IRC Section 530A.

05/20/2026

It’s not uncommon for business owners to have as much as 90% of their net worth tied up in their company. That kind of concentration is risky, especially as they get close to an exit.

Fortunately, there are strategies that can help them diversify and protect their wealth. This article breaks down the risks of concentrated wealth and the steps business owners can take to protect their financial future before they sell.

If you’re a business owner nearing an exit, you’ve spent decades of your life building, managing and ensuring the success of your company.