Mariner Wealth Advisors

Triton Financial Group is a professional services firm specializing in fee-based financial advisory services for both individuals and businesses. They offer a broad range of services, including comprehensive financial planning, investment management, college financial assistance, wealth management, support for aging parents, business succession planning, and risk management. The company prides itself on providing impartial counsel, exceptional personal service, and the convenience of a one-stop-shop for clients seeking to make informed financial decisions in both their personal and business lives.

Jenkins Wealth is a professional services firm specializing in wealth management. It offers a range of services including investment strategies, employee benefits, life insurance, and retirement planning, tailored to meet the unique financial goals and needs of individual investors. The company's approach emphasizes comprehensive financial planning and investment strategies designed to deliver satisfying returns while minimizing volatility.

Confluence Financial Planning is a provider of wealth management services designed for both individuals and businesses. The firm specializes in a range of financial services, including retirement planning, tax and insurance planning, cash management, investment management, estate planning, and trust services. By leveraging a high level of expertise across complex financial specialties, Confluence Financial Planning develops customized long-term strategies tailored to the unique financial situations of its clients. This comprehensive approach aims to help clients effectively manage and grow their wealth while addressing their specific financial needs and goals.

Walker Wealth is an investment management firm that specializes in providing strategic wealth planning and management services tailored for medical professionals, business owners, entrepreneurs, retirees, and families. The firm is dedicated to offering unbiased advice aimed at achieving long-term investment success. Walker Wealth prioritizes professional support and education, ensuring that clients receive informed guidance throughout their financial journeys. The company operates with a strong commitment to trust, integrity, and respect, fostering a collaborative environment to meet the unique needs of each client.

The Financial Services Network offers a group of business, investment, and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors. Their services include business consulting, portfolio consulting, compliance and operations, virtual administration, business transitions, and technology consulting.

Viewpoint Financial Network Securities are offered through Commonwealth Financial Network, member FINRA/SIPC.

Savant Investment Group is an investment advisory firm specializing in wealth management and retirement planning services. The company caters to both individual and pension clients, offering a wide range of financial guidance. Its services include private wealth management, retirement plan development, home financing and refinancing advice, tax-efficient investment strategies, private investment evaluations, asset protection solutions, and business evaluations. By providing tailored retirement planning services that adapt to changing circumstances, Savant Investment Group aims to help clients achieve their financial objectives effectively.

Vaughn Wealth is a wealth management firm based in Orlando, Florida, specializing in a comprehensive range of financial services. The company offers financial planning, estate and tax planning, retirement planning, investment management, asset allocation, insurance solutions, and risk management. By providing these services, Vaughn Wealth aims to help clients achieve financial stability and effectively manage their wealth. The firm focuses on delivering personalized strategies tailored to the unique needs of each client, ensuring a holistic approach to financial well-being.

FCG Advisors, LLC is a wealth management firm located in Chatham, New Jersey, established in 1994. The firm specializes in providing investment advisory services, including investment management, asset allocation, customized financial planning, retirement advice, and family office services. FCG Advisors is known for its personalized approach to wealth management, tailoring its services to meet the specific needs of its clients. The firm was managed by an experienced executive management team and offered comprehensive solutions aimed at helping clients achieve their financial goals. In recent years, FCG Advisors was acquired by Mariner Wealth Advisors, further expanding its reach and capabilities in the financial advisory sector.

AdvicePeriod is an SEC-registered investment advisor founded in 2014 and based in Los Angeles, California. The firm specializes in wealth management by providing clients with actionable planning advice complemented by objective investment guidance. Its services encompass a wide range of financial needs, including trust and estate planning, cash flow management, philanthropic guidance, portfolio tax minimization, insurance review, investment management, retirement planning, and risk management. Additionally, AdvicePeriod offers CFO services and caters to various sectors, including legal services, private equity, aviation, and marine. By focusing on essential financial decisions, AdvicePeriod aims to help clients achieve their financial objectives and shape their legacies for future generations.

Allegiant Private Advisors is a firm specializing in financial services for affluent clients. It provides wealth management, investment management, and financial planning services tailored to high-net-worth individuals, families, entrepreneurs, nonprofit organizations, and foundations. The company offers customized solutions including estate planning, risk management, educational planning, and retirement planning to help clients preserve and grow their wealth.

For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning. The Singer Xenos advisory team brings expertise based on decades of experience in financial planning and investment banking, in addition to bankruptcy law, corporate law and estate tax planning law. Singer Xenos clients benefit from this integrated approach to wealth management services, with a comprehensive range of financial services that are designed to meet each client’s unique current and long term goals. South Florida’s most well regarded name in wealth management, Singer Xenos distinguishes itself by providing highly personalized services to a select client base. In addition to offering a high staff-to-client ratio, the firm caters to the specific needs of its customers, providing the services of advisors that are specifically trained and experienced in the unique needs of women, entrepreneurs, international professionals and Spanish-speaking individuals. Nationally renowned for its commitment to client success, Singer Xenos is ranked among the 100 most exclusive wealth advisors by Worth Magazine. The firm is one of the largest independent, fee-based wealth management firms in Florida.

Authent Advisors is a financial advisory firm that specializes in providing comprehensive financial planning and management services. The company focuses on helping individuals and corporations achieve financial independence and secure their financial future. Its offerings include investment and asset management, as well as tax preparation and consulting services. By prioritizing the unique goals of its clients, Authent Advisors aims to facilitate the attainment of their financial objectives through tailored solutions and expert guidance.

Patriot Wealth Management, Inc. is a comprehensive financial management firm based in Houston, Texas, founded in 2004. As a registered investment adviser, it offers a range of financial services, including investment management, financial planning, and consulting tailored to the needs of individuals, high net worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm specializes in managing equity, fixed income, and balanced portfolios, focusing on investments in public markets and utilizing mutual funds and exchange-traded funds. Patriot Wealth Management employs various analytical methods, including fundamental and technical analysis, to inform its investment strategies, supplemented by external research. As of January 1, 2019, the firm operates as a subsidiary of Mariner Wealth Advisors.