Mariner Wealth Advisors Launches FirstPoint Financial

LEAWOOD, Kan., Oct. 2, 2013 /PRNewswire/ -- Mariner Wealth Advisors, an independent wealth advisory firm nationally ranked #2 on Barron's 2013 list of Top Independent Financial Advisors, today announced the launch of FirstPoint Financial. Backed by the national resources and support of Mariner, FirstPoint Financial provides access to personalized financial advice and planning to a wide range of clients, with no minimums.*

FirstPoint was founded with the belief that all investors, regardless of their net worth, deserve access to personalized financial planning services to help them achieve their goals. FirstPoint leverages the industry-leading capabilities of its parent company, Mariner Wealth Advisors, to provide goals-based financial planning services and access to leading industry professionals.

According to Martin C. Bicknell, chief executive officer of both Mariner Wealth Advisors and FirstPoint Financial, "We have long believed that all investors deserve access to personalized advice and guidance to help them achieve their goals. I am thrilled to launch FirstPoint Financial as a solution to help clients achieve their long-term planning objectives. At FirstPoint, our industry-leading financial professionals merge objective financial advice with cutting-edge technology to provide an easily accessible solution to all."

Founded with a mission of helping clients and families achieve financial peace of mind, Mariner Wealth Advisors provides financial advice that is based purely on the needs and interests of clients, a mission that FirstPoint Financial shares. The launch of FirstPoint Financial is the latest in a series of initiatives Mariner Wealth Advisors has undertaken to further its goal of delivering comprehensive wealth advisory services driven by client needs. These initiatives include the expansion of its wealth advisory services to additional cities, including Cincinnati, OH and Madison, NJ.

"Our goal with FirstPoint is to take the intimidation out of the planning process," said Brian Leitner, senior vice president of practice management at FirstPoint Financial, "We want to provide an easily accessible solution that provides clarity around long-term financial planning issues and helps clients map a route to achieving their long-term goals and aspirations."

About FirstPoint Financial
At FirstPoint Financial, clients have access to powerful resources, industry-leading professionals and cutting-edge technology previously reserved exclusively for the ultra-high-net-worth. FirstPoint Financial provides personal and objective financial advice to a wide range of investors, with no minimums. The FirstPoint team has decades of experience successfully managing billions of dollars for wealthy families and institutions and now offers this same level of service to a wide range of investors – helping clients chart a course toward achieving their goals both today and long into the future.

Visit www.firstpointfinancial.com.

About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm's wealth advisory services include:

• Financial planning
• Investment advisory services
• Multi-generational wealth planning
• Risk management
• Philanthropy
• Executive compensation planning
• Business succession planning
• Family office services
• Retirement planning services
• Insurance consulting

Visit www.marinerwealthadvisors.com.

* The Barron's recognitions are based upon information compiled using data for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm.

SOURCE Mariner Wealth Advisors

WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?

440k+
Newsrooms &
Influencers

9k+
Digital Media
Outlets

270k+
Journalists
Opted In

GET STARTED