Mariner

Where your wealth goes next is up to you.

Financial consultant in Englewood, CO (show on map)

4.7

★★★★★

11 reviews

Nationally recognized wealth management firm with in-house specialists across tax, estate, insurance and investments. Barron's Top RIA Firm #6 Mega RIA in 2025.

Call (720) 457-6844

Navigate to Visit website

About

Mariner is a nationally recognized wealth management firm offering sophisticated wealth solutions with a collaborative team approach. They provide services for individuals including wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services, and insurance solutions.

They also serve businesses with retirement plans, tax strategies, institutional cash management, and more. Barron's ranked them #6 Mega RIA in 2025 out of nine firms.

Barron's Top RIA Firm #6 Mega RIA in 2025

In-house team of specialists in taxes, estate, insurance, and investments

20+ years in business

Multiple client specialties: executives, athletes, dentists, business owners, doctors

Nationwide presence with local advisors

Collaborative team approach vs. single advisor

Services

Wealth Planning

Partner with you on wealth management, cash flow and income analysis, Social Security optimization, education savings strategies and retirement solutions.

Cash flow analysis Social Security optimization Education savings Retirement solutions

Investment Management

Construct a portfolio designed to align with your tolerance for risk and time frame for reaching goals using diversified asset allocation.

Portfolio construction Asset allocation Risk tolerance alignment Diversification

Tax Planning and Preparation

Federal and state income tax preparation, multi-state strategies, charitable giving, and year-round planning. Minimizes tax burden and optimizes income.

Federal/state tax compliance Multi-state strategies Tax-efficient gifts and trusts Year-round planning

Estate Planning

Review and provide advice on wills, trusts, power of attorneys and health care directives to help ensure your wishes are met.

Will review Trust design Power of attorney Health care directives

Risk Advisory

Structure home, auto, umbrella and specialty insurance coverage to protect the balance sheet you've built.

Home/auto/umbrella insurance Specialty coverage Balance sheet protection

Trust Services

Establish trusts to help ensure wishes for people and causes you care about are carried out and assets are protected.

Trust establishment Beneficiary planning Asset protection

Credentials & Certifications

Barron's Top RIA Firm #6 Mega RIA 2025

Since 2025

Reviews

Rating

4.7

★★★★★

Reviews

"He takes the time to understand what your family needs, and how to help."

Frequently Asked Questions

What services does Mariner offer for individuals? +

Mariner offers wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services, and insurance solutions for individuals and families.

What is Mariner's investment philosophy? +

Mariner uses a disciplined, diversified approach to portfolio construction considering objectives, risk tolerance, and other factors like liquidity needs. They use both active and passive strategies within asset classes and focus on long-term outcomes.

How is Mariner different from other wealth management firms? +

Behind every Mariner advisor is access to an in-house team of specialists in taxes, estate planning, insurance and more — real power behind your plan. They are a nationally recognized firm with a local presence across the country, ranked #6 Mega RIA by Barron's in 2025.

What types of clients does Mariner specialize in? +

Mariner works with executives, professional athletes, dental professionals, business owners, and medical professionals, providing tailored financial planning for each group.

Does Mariner offer tax planning services? +

Yes, Mariner offers tax planning and preparation including federal and state income tax compliance, multi-state strategies, tax-efficient gifts and trusts, and year-round planning. They also provide representation for IRS and state tax audits.

What is Mariner's size and ranking? +

Barron's has ranked Mariner #6 Mega RIA in 2025 out of nine firms and in the top five 100 RIAs from 2016-2024. They manage significant assets and have a nationwide presence with advisors across multiple states.