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Effective June 1, 2026, Wealth Conscious Management now Mariner provides more tools and expertise for your financial goals.
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Mariner is a national advisory firm with a client-first philosophy and a broad range of financial planning and advisory services. Wealth Conscious Management announced that it joined Mariner effective June 1, 2026, bringing its clients access to expanded resources, specialist expertise and additional tools while maintaining their relationships with their existing advisory team.
Mariner serves individuals, businesses and institutions. Services for individuals include wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services and insurance solutions. For businesses and institutions, offerings include 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 provides outsourced portfolios and services for financial advisors and firms.
Mariner emphasizes helping clients address complex wealth questions and pursue their financial goals. It states that it is an SEC-registered investment adviser and provides access to regulatory and privacy materials, including its Form CRS, Form ADV Part 2A and Privacy Notice.
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The Mariner name, logos and brand assets are trademarks of Mariner and its affiliates. Brandfetch isn't affiliated with or endorsed by Mariner. Their use is subject to Mariner's brand guidelines.
