Mariner Wealth Advisors
Overview
Mariner Wealth Advisors is a nationally recognized financial services firm headquartered in Leawood, Kansas. Founded in 2006, the firm provides a holistic suite of wealth management services, including financial planning, investment management, tax planning, estate planning, and insurance solutions. With a client-centric approach, Mariner Wealth Advisors serves individuals, families, and businesses across the United States, emphasizing personalized strategies tailored to each client's unique financial goals. The firm's investment strategy is diversified across multiple asset classes, focusing on fixed income, private equity, real estate, and venture capital. Mariner Wealth Advisors engages in investments at various stages, from early-stage ventures to late-stage buyouts and pre-IPO opportunities. This broad investment approach allows the firm to address a wide range of client needs and market conditions. In October 2024, Mariner Wealth Advisors announced a strategic partnership with Neuberger Berman Capital Solutions, marking a significant milestone in the firm's growth trajectory. This partnership aims to drive national expansion and enhance the firm's client-centric growth vision, reinforcing its commitment to delivering comprehensive and personalized financial solutions to clients nationwide.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Mariner Wealth Advisors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Mariner Wealth Advisors
What sectors does Mariner Wealth Advisors invest in?
Mariner Wealth Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Leawood, Kansas, United States. Mariner Wealth Advisors is listed as a private investment firm in the ConnectSafely investor database.
What stage does Mariner Wealth Advisors invest at?
Mariner Wealth Advisors backs companies at Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Mariner Wealth Advisors invest in?
Mariner Wealth Advisors invests across United States.
Who are the partners at Mariner Wealth Advisors?
Team members listed for Mariner Wealth Advisors include Anjanette Wroblewski (Director- OCIO Investment Operations) and Kim Spurlin (Vice President, Accounting).
What companies has Mariner Wealth Advisors invested in?
Mariner Wealth Advisors's portfolio includes Tech Innovations Inc., Urban Development Partners, MedTech Devices, Advanced Manufacturing Co., HealthPlus Solutions, Greenfield Real Estate Trust, FutureTech Ventures and BioHealth Labs.
How do I contact Mariner Wealth Advisors?
Mariner Wealth Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database