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Mariner Wealth Advisors - West Chester, OH

EST. AUM
$308,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Cincinnati
CRD Number
Website marinerwealthadvisors.com
Client types

Overview

When the privately held national advisory firm was founded in 2006, its top priority was to keep the client at the center of everything it does, and that mission continues today under CEO Marty Bicknell's leadership. The firm has been built around what its clients need. It began by offering wealth planning resources and then added services from tax planning to insurance, all under one roof. The firm believes this integrated approach to wealth management helps simplify its clients' lives.

Platform Details

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Alternative Activity

Address

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

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