Confluence Financial Planning Has a New Name

What Does That Mean to You?

Confluence Financial Planning is now Mariner Wealth Advisors.

With offices across the U.S. and a wide range of wealth advisory solutions, Mariner Wealth Advisors is a national wealth advisory firm that believes in putting the client first. Over the past two years, we have explored alternatives for the continued longevity of our business, and we are confident this solution will preserve our culture and take good care of our clients and employees.

Expanded Services & Resources

Joining Mariner Wealth Advisors gives us access to a wider range of resources, including dynamic financial planning tools and consolidated statements. We are also excited about the expanded investment opportunities this partnership will bring to you.

In addition to a broad spectrum of service offerings, such as tax planning and preparation, retirement solutions, estate planning, trust services and insurance solutions, we’ll be supported by compliance, IT and operations teams. This will allow us to spend less time running the business and more time with our clients.

Consistent Client Service

To make this transition as seamless as possible and to ensure continuity of service, we have moved to Mariner Wealth Advisors in two phases. Rest assured that the wealth team you’ve always worked with will be available to assist you during this time.

We are very excited about the opportunity to join such an outstanding group as Mariner Wealth Advisors. As you have trusted us in the past, we are asking for your continued trust, knowing that every action we take is with your best interests in mind.