Mariner is a wealth management firm offering advisory, planning and financial services to individuals, businesses and institutions. Its services for individuals include wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services and insurance solutions. For businesses and institutional clients, Mariner provides financial wellness, executive financial planning, specialty tax services, institutional cash management, investment banking and valuation advisory, and support through its Financial Institutions Group. The firm also offers outsourced portfolios for advisors and firms.

Atlantic Wealth Partners is scheduled to join Mariner effective June 30, 2026. The transition brings together firms that share a commitment to personalized advice, long-term relationships and helping clients navigate financial complexity. Atlantic clients are expected to continue working with the same team and retain the planning approach and service they know, while gaining access to Mariner’s broader resources, specialized expertise and integrated wealth solutions. Mariner says continuity of service and protection of client information are priorities throughout the transition.