Mariner

Where your wealth goes next is up to you.

Financial planner in Columbus, OH (show on map)

5.0

★★★★★

14 reviews

Mariner Wealth Advisors offers integrated wealth management services including investment management, tax planning, estate planning, and insurance solutions for individuals and businesses.

Call (614) 225-9400

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About

Mariner Wealth Advisors is a nationally recognized financial firm offering comprehensive wealth management services, including investment management, tax planning, estate planning, insurance solutions, and specialized advisory services for professionals such as physicians, athletes, and business owners. With a focus on personalized strategies and access to in-house specialists, Mariner helps clients navigate complex financial challenges and achieve their long-term goals.

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

Nationally recognized firm with local presence across the country

Top-ranked advisors per Barron’s rankings

Integrated approach combining investments, taxes, estate planning, trusts, and insurance

Services

Wealth Planning

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

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

Tax Planning and Preparation

Proactive tax analysis, federal and state tax compliance, multi-state strategies, tax-advantaged estate planning, IRS audit representation, and general tax preparation services.

Proactive tax analysis Federal, state, and local tax compliance Multi-state strategies (e.g., establishing a domicile) Tax-advantaged gifts, trusts, foundations, and funds IRS and state tax audit representation Strategic estate tax planning General tax preparation services 401(k) and IRA plan optimization

Investment Management

Integrated investment management services that align with clients' wealth plans, including proactive tax analysis and multi-state strategies.

Proactive tax analysis for investment decisions Multi-state investment strategies Representation and support for IRS and state tax audits Strategic estate tax planning General tax preparation services 401(k) and IRA plan optimization

Credentials & Certifications

CFA (Chartered Financial Analyst)

Since 2025

CAIA (Chartered Alternative Investment Analyst)

Since 2025

Reviews

Rating

★★★★★

Reviews

"Professional, knowledgeable, and a family-friendly environment!"

Frequently Asked Questions

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

Barron’s has ranked Mariner Wealth Advisors #6 Mega RIA in 2025 out of nine firms and in the top five 100 RIAs from 2016-2024.

What services does Mariner offer for individuals? +

Mariner offers wealth planning, investment management, tax planning and preparation, estate planning, trust services, insurance solutions, and specialized services for professionals such as physicians, athletes, and business owners.

How does Mariner integrate tax planning into wealth management? +

Mariner integrates tax planning strategies into the overall wealth management plan to reduce tax burden, optimize income, and facilitate efficient wealth transfer, working alongside outside legal counsel and wealth advisors.