Taylor Wealth Management Partners Has a New Name
What Does That Mean to You?
On July 1, 2022, Taylor Wealth Management Partners officially became part of Mariner Wealth Advisors.
As we continue to assist valued clients like you in achieving your goals and objectives amidst rapidly changing financial markets, we are confident that it is the right step for our firm.
Expanded Services & Resources
By joining Mariner Wealth Advisors, we have access to a wider range of resources to offer you including tax planning and preparation, investments, retirement solutions, estate planning, trust services and insurance solutions. Having these services under one roof will allow us to truly focus on providing you with a comprehensive, coordinated wealth plan.
Consistent Client Service
Our team with whom you have always worked will continue to provide the same level of attention you deserve and expect.
We are very excited about joining Mariner Wealth Advisors. We strongly believe this relationship will enhance our ability to continue to provide you with the highest level of wealth advisory services today and for generations to come.
*Barron’s awarded the 2021 & 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms ranking to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020 & 2021). Barron’s publishes these lists based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided to Barron’s. The listing includes the firms’ numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. Registration of an investment advisor does not imply a certain level of training or skill.