By Michael White on July 28, 2026 Verified by Google

Professional financial planners rating 5*

By Andy Kaul on October 12, 2023 Verified by Google

We've worked with Andreas and his team for over ten years now and couldn't recommend him more highly. They're an approachable, responsive, and highly-experienced group.

By Tim Tom on March 8, 2023 Verified by Google

Good firm. Have managed my account for just over two years. Performance has been good despite the markets and they provide way more services around tax and wills and things than any of the four advisors I've worked with in the past. I do know they are growing so I just hope they don't become "too big".

By Marco66 on February 1, 2023 Verified by Google

Mariner's Wealth advisor recommended a Roth IRA and transferred funds into Roth accounts when we were not eligible. I had to learn we were not eligible 2 years later and hire an accountant to amend two years tax returns. Asked for reimbursement of accountant's bill due for $850 to their error and no response.