Mariner Wealth Advisors Introduces New Trust Company to Growing Client Base

Mariner Trust Company provides enhanced trust, estate and multi-generational planning services

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Nov 13, 2013, 08:45 ET

LEAWOOD, Kan., Nov. 13, 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 Mariner Trust Company. Mariner Trust Company was created as a solution for clients who have requested a higher level of support to solve their multi-generational wealth planning challenges.*

At the end of September, Mariner also announced the addition of trust-industry veteran Robert J. Swift to lead the expansion of the firm's trust capabilities. Swift brings more than 25 years of trust and estate planning experience to his role as senior vice president of Mariner Trust Company.

According to Martin C. Bicknell, chief executive officer of Mariner Wealth Advisors, "The launch of Mariner Trust Company is an exciting advancement for our firm, as it furthers our goal of delivering comprehensive wealth advisory services driven strictly by client needs. We are thrilled to bring trust services to our clients, and are especially pleased that a professional of Bob Swift's caliber has agreed to lead us in these efforts."

Founded with a mission of helping individuals 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 shared by Mariner Trust Company. The launch of Mariner Trust Company is the latest in a series of initiatives Mariner Wealth Advisors has undertaken to further its goal of delivering a wide range of solutions to meet diverse client needs. Other recent initiatives include the launch of FirstPoint Financial, a firm dedicated to providing personalized financial advice and industry-leading resources with no minimum asset requirements, as well as the expansion of the firm's services to additional cities across the country.

"Mariner Trust Company will provide enhanced trust and estate planning services through clients' existing wealth advisory teams, with competitive fees and exceptional service," said Swift. "I am honored to be leading this very exciting initiative and look forward to helping clients in securing their financial futures."

* 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.

About Mariner Trust Company

Driven by the demands and unique needs of its affiliated advisor clients, Mariner Trust Company provides trust and estate planning solutions designed to solve clients' multi-generational wealth transfer challenges. With services available to clients in all 50 states, Mariner Trust Company provides fiduciary and custodial solutions in a secure, reliable, transparent and efficient environment that reflects the firm's commitment to client service and leading industry knowledge.

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: