Your senior leaders are one of your company’s most valuable assets.
As any CEO or HR officer knows, it’s a better strategy to retain your key C-suite executives and keep them fulfilled, rather than face the costly process of filling an open position.
Replacing C-level executive positions can cost up to
213%
of the exec’s annual salary1.
Companies with well-designed executive compensation plans are
50%
more likely to retain top talent2.
More than
83%
of senior executives are concerned about the complexity of tax regulations3.
49%
of executives feel unsure about their retirement readiness4.
Your senior level executives face intense demands on their time to help your company grow and thrive. You pay them well, and they earn compensation packages that are often complex – with company stock, deferred compensation, bonuses, etc. – plus the related tax compliance issues.
As savvy and secure as your leaders appear, they may be hesitant to admit they could use help figuring out the complexities of managing their own wealth and preparing for the future.
Partner with Mariner
to simplify wealth
management for your
executives.
At Mariner, we provide comprehensive financial and tax planning strategies for top-level executives that can be offered as part of your company benefits program.
Our dedicated team of advisors gets to know your company’s compensation and benefits plans inside and out, so we can offer holistic wealth management advice and counsel to your top executives. Our team becomes an extension of your HR team, providing access to resources and expertise to better serve your senior-level executives.
Offering this “Concierge CFO” benefit to your top executives can help build loyalty to your company by providing a way to help them manage their personal financial and tax circumstances, while seeking to save them time and reducing risk.
How our Executive Financial Planning Program creates a competitive advantage for your company:
Valuable add-on to your benefits package
Builds loyalty, helps you retain top executives
Helps with recruiting new leaders to the company
Saves your executives time so they can focus on building your business
Concierge financial consulting –
next-level support from Mariner.
Senior executives at the top levels of your company require more sophisticated support for their intricate financial situations, including:
| Complicated benefit & compensation plans | Wealth accumulation & cash-flow strategies |
| Estate planning & wealth transfer strategies | Philanthropy & charitable giving |
| Risk management to protect assets & loved ones | Investment portfolios with company stock |
We aim to simplify the complex.
At Mariner, we dedicate a team of advisors to work with your company and your executives. This team can draw on the broad range of Mariner advisors within our company to provide expertise on complex wealth challenges that senior executives face.
Here’s how it works:
- First, we get to know your company’s benefits plan and compensation program.
- Then, we get to know each executive on a personal level.
- We build a wealth planning roadmap for each executive’s personal situation and phase of life.
- We access the extensive Mariner team of advisors to provide tailored advice for executive financial management needs.
- We act as a financial planning concierge for each executive, reaching out individually throughout the year to assist with key tasks.
GET TO KNOW THE TEAM
Your executive financial planning leadership
Why Mariner?
Being an independent firm means we bypass the expected
Ranked a Barron’s Top RIA Firm for 8 years in a row*
We have strength in numbers
Offices and advisors across the country5
Experienced in advising
Senior and C-suite
executives
*Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. See the full disclosure here.
1Center for American Progress & People Keep
2Harvard Business Review
3Deloitte
4Vanguard
5As of 6/30/2024 we have 116 total locations.