It is our distinct pleasure to formally introduce you to Mariner, a national advisory firm with offices across the country.
The firm’s in-house teams offer services that include:
- Wealth Management
- Trust and Estate Planning
- Institutional
- Investment Management
- Insurance Solutions
- Business Succession and Valuation Planning
- Family Office Services
- Specialty Tax Services, including Cost Segregation Studies, Energy Efficiency Incentives, and Research & Development Tax Credits
Our partnership with Mariner means that we can collaborate to help ensure your tax strategies are in line with your overall wealth plan and goals for the future. Please know that our referral of Mariner to serve as your trusted advisor was carefully considered. We are confident that the firm’s professionals have the experience, dedication, and resources necessary to serve you and your family for many years to come. If you have any questions regarding working with Mariner, please do not hesitate to reach out.
Mariner Story
Positively Impact the Lives of Many
The Mariner Story
Mariner was founded in 2006 when Marty Bicknell saw an opportunity to change the financial services industry with a specific vision in mind: To positively impact the lives of many. How? By giving clients and advisors access to everything they need to be successful.
Why Mariner?
Values
The Mariner team interacts with clients and
colleagues by exemplifying our values of Excellence,
Caring, Belonging, Abundance, Keep Promises, Loyalty
and Optimism.
Community Impact
The Mariner Foundation started in 2009 with a mission
to improve lives by educating, creating, bridging and
equipping individuals and organizations with tools and
opportunities. Since its inception, the foundation has
awarded more than $7 million to over 950 organizations.
Services
We deliver a client-first experience through our One
Mariner Approach: wealth planning, estate planning
and trust services, institutional services, tax planning
and specialty tax services, investment IQ, investment
banking and insurance solutions.
Certain professionals of JHM Certified Public Accountants are registered with Mariner as Investment Adviser Representatives (“IARs”) for the purpose of referring clients to Mariner. JHM Certified Public Accountants is not owned, controlled by, or affiliated with Mariner. Mariner pays the IARs a portion (up to 30% annually) of the investment advisory fees you pay Mariner for the management of your assets as a referral fee. The compensation presents a conflict of interest regarding any referrals to Mariner for investment advisory services. Mariner is a marketing name used by Mariner Wealth, an SEC registered investment adviser. For additional information about Mariner, including fees and services, please contact Mariner or refer to 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.
Some services listed are not provided by Mariner Wealth but rather by Mariner affiliates and they are subject to additional fees. Also, some associates of Mariner are licensed insurance agents and may be compensated for the sale of insurance-related products through an affiliated insurance agency. For additional information refer to https://www.marinerwealthadvisors.com/legal/.
