Dakota
Dakota
Book a Demo
Talk to an Expert

Mariner Wealth Advisors - Louisville

EST. AUM
$100,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Louisville
CRD Number
Website marinerwealthadvisors.com
Client types

Overview

The company specializes in wealth management and financial planning, with a focus on developing new business opportunities. It works with individuals and families to understand their specific financial needs and connects them with a team of wealth planning professionals to help them achieve long-term financial goals. The company is led by experienced professionals, including those with a background in investment services, such as a former investment specialist from Putnam Investments who collaborated with advisors and consultants to provide financial planning services. Its team members often hold advanced educational qualifications, such as degrees in political science.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy