Mariner Wealth Advisors

There was a time when I didn’t have enough money to even pay my bills each month– let alone needing a financial adviser to tell me how to invest, save, or how to protect myself from tax liabilities, etc.
But that was many years ago. .. almost feels like a different life. And after working for most of my lifetime– it came time to consolidate all of my financial advisers under one roof.
When my financial advisor, Keith, left his other firm and moved here, there was no question that I would follow him as I trust him implicitly. And while they are based in Kansas City, Mariner has recently opened an office here so you can have that much needed face to face time to understand your investments.
Keith and his team take the time to explain what they think I should do to invest my money as well as to protect my assets in the future to make sure those in my life are taken care of even if I am not here to do it. And they keep my portfolio diversified so that it continues to provide the kind of returns I can feel comfortable retiring with.
They are timely in their communication, follow stocks, make recommendations and just basically help me to make the right decisions regarding my finances. Their fees are based on what you need them to do and are varied. I also like that they are just good people; the kind of people you want to have a drink with as well as go through endless spreadsheets!
I trust them with my future. A huge responsibility, I know. And one I don’t partner into lightly.
If you are looking for someone to help manage your finances, you owe it to yourself to talk to these guys. More substance than flash. .. but that’s what I’m paying them for…and I’m a girl who likes to get her money’s worth.