Mariner

Where your wealth goes next is up to you.

Financial planner in Portsmouth, RI (show on map)

Mariner Wealth Advisors offers integrated wealth management, investment, tax, estate, and insurance solutions for individuals and businesses, with a focus on personalized strategies and in-house specialist support.

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About

Mariner Wealth Advisors provides a full suite of wealth management services, including investment management, tax planning, estate planning, trust services, insurance solutions, and specialized offerings for businesses. The firm emphasizes personalized strategies, leveraging an in-house team of experts to address complex financial challenges and support clients through various life stages and business needs.

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

Nationally recognized firm with local presence

Top-ranked RIA by Barron’s

Comprehensive integrated approach to wealth management

Services

Wealth Planning

Customized wealth management strategy integrating cash flow analysis, income protection, education savings, retirement planning, tax planning, estate planning, trust services, personal insurance, and Social Security optimization.

Cash flow analysis Income protection and growth strategies Education savings strategies Retirement account withdrawal strategies Retirement goal setting Tax planning and preparation Estate planning Trust services Personal insurance solutions Social Security optimization

Investment Management

Professional management of investment portfolios to achieve clients' financial goals.

Portfolio construction Risk management Performance monitoring Tax-efficient investing

Tax Planning and Preparation

Comprehensive tax strategy integration into wealth management, including proactive tax analysis, compliance, multi-state strategies, and representation for audits.

Proactive tax analysis Federal, state, and local tax compliance Multi-state strategies Tax-advantaged gifts, trusts, foundations IRS and state audit support Estate and gift tax planning General tax preparation 401(k) and IRA optimization

Estate Planning

Strategic planning for the efficient transfer of wealth to heirs and charities, including trusts, wills, and charitable giving strategies.

Trust services Will preparation Charitable giving strategies Estate tax planning Probate avoidance

Insurance Solutions

Personalized insurance strategies to protect clients' assets and provide financial security.

Personal insurance solutions Risk management Asset protection Life and disability insurance

Business Services

Specialized financial strategies for businesses, including retirement plans, tax strategies, institutional cash management, and investment banking.

Mariner Institutional Financial Wellness Executive Financial Planning Specialty Tax Services Institutional Cash Management Investment Banking and Valuation Advisory Financial Institutions Group

Credentials & Certifications

Barron’s Top RIA Rankings

Since 2016

Frequently Asked Questions

What is the Barron’s ranking of Mariner Wealth Advisors? +

Barron’s has ranked Mariner Wealth Advisors #6 Mega RIA in 2025, #4 in 2024-2023, #5 in 2022-2020, #4 in 2019, and #3 in 2018 among the top RIA firms, based on assets managed, technology, staff diversity, succession planning, and other metrics.

How does Mariner integrate tax planning into wealth management? +

Mariner integrates tax planning as an integral part of the overall wealth management strategy, offering proactive tax analysis, compliance, multi-state strategies, tax-advantaged gifts, trusts, foundations, audit support, estate tax planning, general tax preparation, and 401(k) and IRA optimization.

What services does Mariner offer for business clients? +

Mariner provides specialized business services including Mariner Institutional, Financial Wellness, Executive Financial Planning, Specialty Tax Services, Institutional Cash Management, Investment Banking and Valuation Advisory Services, and Financial Institutions Group.