Mariner Wealth Advisors

06/10/2026

A sudden caregiving need can change everything in a moment.

And when it does, families are often left navigating financial decisions, emotional strain and practical responsibilities all at once.

Join us for a live webinar with Cariloop care coaches and Mariner advisors on how to prepare for caregiving challenges and understand what support may be available.

June 25 | 3 p.m. CT | 4 p.m. ET

Check out our live webinars as we cover the economy, markets, taxes and more. Hear our views on timely topics.

06/09/2026

"We see six-figure tax surprises quite often."

That's Steve Moyer, CFP®️ and Certified Equity Professional at Mariner, in NerdWallet this week, on what happens to employees who walk into an IPO without a plan.

With SpaceX going public this week, the conversation is timely. But Steve's point is that the biggest mistake usually isn't missing the peak stock price. It's going into the event without a strategy.

"Employees who tend to navigate IPOs best are the ones who prepare in advance."

That preparation starts before the IPO details are even known. And it doesn't start with the stock. As Steve told NerdWallet, "It all starts with their plan, their goals, their objectives, what they're trying to accomplish in life."

Read Steve's full perspective in NerdWallet.

Holding equity in a company headed public? Talk to a Mariner advisor before the lockup clock starts.

An IPO can turn employee equity into real wealth. To organize, gather the details, learn trading rules, plan for taxes, choose what to hold and have a financial plan.

06/08/2026

Wealth Management EDGE 2026 is just around the corner!

Three members of the Mariner team will be on stage: Kate Ardini, chief marketing officer, will speak on "View from the Top: How Industry Leading CMOs are Driving Growth" and "Igniting Organic Growth: How Wealth Firms and Advisors Win with Social, Video, and AI."

Kevin Corbett, managing director, corporate development, will participate in the Fireside Chat: "The Power of Perspective."

Michael Kosoff, senior analyst, manager research, will participate in the "Crypto: adapting products and policies for RIA client investing" panel.

Also attending from Mariner will be Amy Boyer, Bob Cole, Lisa Fintress, Greg Hayes and Rachel Vega. If you'll be at EDGE, we hope you'll connect with our team. They’re looking forward to meeting you!

06/05/2026

The wealth management M&A market is moving fast, but the story isn’t just about deal volume.

At RIA Edge Nashville, Kevin Corbett, managing director of corporate development and strategy, shared how the profile of firms exploring partnerships is changing, with younger owners, stronger next-generation talent and larger firms coming to market.

As more firm owners think differently about growth, succession and how to support clients in the long term, the right partnership matters more than ever.

Watch Kevin’s full interview.

The profile of sellers is changing, and so are the opportunities for strategic partnerships in wealth management.

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