Did you know that only about 30% of Americans have a will—and more than half have no estate documents in place? For families, this gap can create confusion, conflict and cost when it matters most. Even with a solid estate plan, one small detail can make all the difference: your beneficiary designations. They override your will, so it’s essential to review them regularly across your accounts to ensure they’re current. This Estate Planning Awareness Week, take time to ensure your documents—and your intentions—still align. If you’d like to review your estate plan or go over the details together, let’s start the conversation.
About us
Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
- Website
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http://www.marinerwealthadvisors.com
External link for Mariner
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Overland Park, KS
- Type
- Privately Held
- Specialties
- risk management, consulting services, retirement planning services, investment analysis and selection, asset management, business retirement plans, philanthropy, multi-generational wealth planning, investing, wealth planning, tax planning, estate planning, financial planning, trust services, insurance solutions, retirement plan solutions, tax preparation, and wealth management
Locations
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Primary
Get directions
5700 W. 112th
Suite 200
Overland Park, KS 66211, US
Employees at Mariner
Updates
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Headed to the National Conference on Public Employee Retirement Systems (NCPERS) FALL Conference in Fort Lauderdale October 26-29? Mariner will be there! Brian Leitner, CFP®, ChFC, MST, Raoul Rodríguez, CFP®, EA, Dan Johnson and Brendon Vavrica will be attending the event and are excited to connect with plan sponsors and talk about how Mariner can help support their goals. Brian will also be presenting “Wealth Conversations that Matter Most,” a high-impact session focused on practical strategies to help empower informed financial futures. Looking forward to connecting with everyone there!
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Only about half of Americans have calculated how much income they’ll need in retirement. Without knowing your “number,” it’s challenging to plan with confidence. Healthcare, inflation and longevity can all shift the equation more than expected. A strong plan starts with clarity: Aim to replace roughly 70-80% of your pre-retirement income, and evaluate how your savings, Social Security and retirement accounts support that goal. It’s National Retirement Security Week—take a moment to stress-test your plan, so you can move into retirement with confidence.
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Please join us in welcoming these new members to the Mariner team! —Kyle Ryan, senior vice president, digital sales, spearheads the firm’s strategy to grow and scale our direct client acquisition. —Jeffrey Jordan, wealth advisor in Chatham, provides comprehensive financial advisory services to high-net-worth individuals and their families. —Kaleb Fontenot, an associate wealth advisor in Coral Gables, supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management.
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At Mariner, culture means investing in people. Our interns experience a supportive environment where mentorship is real. Growth also comes from initiative: Asking questions, staying engaged and building the communication skills that shape a career. Applications are open for our Summer 2026 Internship Program. With over 140 offices nationwide, opportunities are available across the country. Apply today: https://bit.ly/4hdN3yN
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At Mariner, innovation means empowering our people to focus on the human work that drives the most value and creates the strongest connections. Our partnership with Humanity Labs brings this vision to life. By introducing the digital workforce, we’re shaping the future of work—one where innovation amplifies what matters most: our clients, our associates and the human connections that define excellence. #FutureOfWork #Innovation #DigitalWorkforce #HumanFirst #Mariner #HumanityLabs
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Be sure to catch Chief Investment Strategist and Head of Equities Jeff Krumpelman on Yahoo Finance this Wednesday. He’ll share his insights on the market and how investors can stay steady in a shifting landscape. Don’t miss it! Tune in to Yahoo Finance Live on Wednesday, Oct. 15 at 9:15 a.m. ET.
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Will we see you at the CAIS Summit this week in Beverly Hills, CA? The CAIS Summit brings together independent advisors, alternative asset managers and industry leaders to connect, share insights and explore the future of alternative investments. Mariner will be well-represented by two dozen of our advisors; please reach out to say hello when you see us. We're looking forward to connecting with you!
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