Atlas Financial Has a New Name

What Does That Mean to You?

Atlas Financial officially became part of Mariner on December 2, 2024.

With offices across the U.S. and a wide range of wealth advisory solutions, Mariner is a national financial services firm that, like Atlas Financial, believes in putting clients first. Joining Mariner was not a decision we took lightly, and we believe it is the right step in continuing to serve our clients for generations to come.

A Commitment to Shared Values

From the beginning of our relationship, we have been impressed with the similarities between Atlas Financial and Mariner. Not only do they put their clients first, but they also share our values of integrity and providing world-class service.

Ultimately, we chose Mariner for several reasons, the most important of which is seamless continuity for our clients. As we navigate this transition, we are excited about the opportunities our partnership with Mariner will bring to you, our clients.

Access to Expanded Services & Resources

Rest assured that as we work to make this transition as smooth as possible and ensure continuity of service, the wealth team you’ve always relied on will be available to assist you during this time.

We are very excited to join such an outstanding group as Mariner, which will give you access to a broad spectrum of services and resources, including a team of in-house specialists in tax planning and preparation, retirement solutions, estate planning, trust services, insurance solutions and more. We will also be supported by back-office functions such as compliance, IT and operations. This will allow us to spend less time running the business and more time with our clients.