Feb. 27, 2013
Martin C. Bicknell
and the teams at Mariner Wealth Advisors – an independent wealth advisory firm headquartered near
with offices nationwide – have been ranked the #1 financial advisor in the state of
. The rankings are published by Barron's magazine – one of the nation's most respected publications covering financial news and market developments. This is the fifth year in a row the firm has received this honor.
The rankings are organized by state and based on data provided by more than 4,000 of the nation's wealth advisors. They take into account several factors, including client retention rate, regulatory record, quality of the practice and philanthropic work. The total asset value used in the Barron's rankings includes all assets managed under Bicknell as CEO of Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and Montage Investments, an asset management firm.
The firm has achieved the number one spot for each of the last five years, which Bicknell continues to credit to the firm's unwavering commitment to meeting client needs first and foremost. "I believe that if we consistently put our clients first in everything we do, everything else will take care of itself," said Bicknell. "It's a simple philosophy, but it requires an unwavering focus and commitment from each and every associate across the firm. Ultimately, it's our associates who determine the success of our clients and our firm, and I credit this honor to them."
With a goal of providing nationwide access to trusted wealth advice and innovative solutions, Mariner recently expanded its national wealth advisory services by acquiring interests in additional firms that share its client-centric focus, including Adams Hall Wealth Advisors (
), Mariner Wealth Advisors Omaha, RiverPoint Capital Management (
) and Brinton Eaton (
Madison, New Jersey
About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm's wealth advisory services include:
- Financial planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement planning services
- Insurance consulting
About Mariner Holdings
Mariner Holdings is a rapidly growing and award-winning independent financial services firm focusing on wealth and asset management through its two subsidiaries: Mariner Wealth Advisors and Montage Investments.
SOURCE Mariner Wealth Advisors