Advisory Services

We understand an important part of an associate’s well-being is financial wellness. As an associate, you have three financial wellness benefits as part of your overall benefit plan. Use this website link to request a consult.

One 30-Minute Free Consultation

Imagine having an advocate who takes the time to actively listen and know your values, beliefs, concerns and your goals first. During your 30-minute consultation, we will:

  1. Look at your current financial well-being
  2. Define your goals
  3. Discuss your financial future

Reduced Wealth Advisory Fee

As an associate, you receive a discounted wealth advisory fee of 25 basis points less than the traditional fee schedule.

Outside Referral Compensation

Referrals are our best form of marketing. If an associate refers someone to a business development officer at Mariner and they become a client,the associate is eligible for a referral bonus. Please visit the Referral Bonus page for more information.