Mariner Wealth Advisors

Firm Overview:

Mariner Wealth Advisors has deep Cincinnati roots as it was founded as RiverPoint Capital Management in 2002. Mariner Wealth Advisors is an independent registered investment advisor firm that manages more than $3 billion of investment assets for individuals, foundations, charitable organizations, retirement plans and corporations. For the past three consecutive years the Cincinnati office of Mariner Wealth Advisors has been ranked the #1 advisor in the state of Ohio by Barron’s.

Mariner Wealth Advisor places our clients’ interest above all else. It is through our client-centric culture that we establish lifelong relationships and help our clients achieve what is most important to them. Our experienced portfolio managers combine financial planning and investment expertise with a client’s specific goals and objectives to structure a customized investment strategy to grow and protect investment assets.

Services and/or Products:

Mariner earns no fee from trading or selling commission-based products, so clients can count on holistic wealth planning that is free from conflicts.

Mariner Wealth Advisors:

  • Work with clients to assess specific investment objectives and establish written investment guidelines
  • Actively manage and monitor your investments
  • Provide personalized wealth planning advice
  • Income tax planning & management

Provide daily online portfolio access through independent custodians (such as Charles Schwab, Fidelity, and TD Ameritrade)

Past/Current Involvement with the Goering Center:

Mariner Wealth Advisors is an Associate Member of the Goering Center.

Special Offer(s) for Goering Center Core Members:

Mariner will provide an independent assessment of your current investment portfolio free of charge, as well as a detailed investment transition proposal and wealth planning roadmap.

Contact Information:

Jonathon Bresnen, CFA
jon.bresnen@marinerwealthadvisors.com
(513) 618-3048
312 Walnut Street
Cincinnati, Ohio 45202
marinerwealthadvisors.com

Valerie Newell, CPA
valerie.newell@marinerwealthadvisors.com
(513) 618-3040
312 Walnut Street
Cincinnati, Ohio 45202
marinerwealthadvisors.com

Year Firm Founded: 2002