Mariner
Doctor
Why pick this one
They provide comprehensive wealth management services supported by an in-house team of specialists in taxes, estate planning, and insurance.
Best for
- high-net-worth individuals seeking integrated wealth management
- clients needing detailed estate planning and investment strategies
Look elsewhere if
- individuals seeking basic financial advice
- those requiring simple tax preparation without additional services
Specialties
- wealth planning
- investment management
- tax planning and preparation
- risk advisory
- estate planning
Certifications
- Barron’s ranked #6 Mega RIA in 2025
- Top 100 RIA from 2016-2024
What makes them different
- In-house team of specialists in taxes, estate planning, and insurance
- Comprehensive wealth planning services
- Collaborative team approach to wealth management
Distilled from this business's own website.
Contact & Location
- Address
- 6000 Fairview Rd Ste 1200, Charlotte, NC 28210
- Phone
- 9805008362
- Website
- https://www.marinerwealthadvisors.com/
Services
- wealth management
- financial planning
- insurance solutions
- trust services