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Contact Mariner Wealth Advisors to Review Your Wealth Plan

To contact Mariner Wealth Advisors, submit an inquiry through our website form; our registered office is located at 70 Vestry Street, New York, NY 10013, United States.

Within two business days, an advisor reviews your compensation profile against our $500K investable asset minimum and sends an invitation for an initial conversation.

The intake timeline from submission to your initial consultation

Once you submit your details, an advisor conducts an internal assessment of your corporate equity awards and non-qualified plans. We do not route inquiries to call centers or junior administrative queues.

If your situation fits our firm's core focus, you receive a direct link to book a 30-minute introductory phone call or private video conference. We use this opening conversation to understand your current vesting schedule and long-term liquidity targets.

Preparing your equity and compensation records for discussion

You do not need to assemble complete tax returns or legal binders for an exploratory call. Having high-level figures accessible helps us determine whether our analytical strategies can reduce unnecessary tax drag.

Having a few specific details on hand makes the conversation significantly more productive:

  • Your total balance in non-qualified deferred compensation and your selected distribution years.
  • Vesting calendars for restricted stock units or company stock options, noting any single-stock concentration risk.
  • Approximate balances across taxable brokerage accounts and retirement plans.

How Mariner Wealth Advisors coordinates discussions across the country

Our advisors meet with corporate professionals nationwide utilizing private video sessions or telephone conferences. Distance does not restrict our collaborative planning process or quarterly portfolio reviews.

If you reside in or visit Manhattan, in-person discussions can be arranged at 70 Vestry Street by prior appointment. Every engagement follows the same analytical rigor regardless of meeting format.

Mariner Wealth Advisors contact details

Mariner Wealth Advisors, LLC
70 Vestry Street, New York, NY 10013, United States

Serving

All 50 states, with meetings by video or phone; or in person in New York.

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Mariner Wealth Advisors: common questions

How does the initial introductory meeting work?
The initial conversation lasts roughly 30 minutes over video or phone. An advisor discusses your equity vesting schedules, deferred compensation timing, and portfolio size without obligation or high-pressure sales.
What are the standard consultation hours?
Consultations are conducted by appointment only, accommodating corporate executive schedules across Eastern, Central, Mountain, and Pacific time zones during regular business hours.
Is there a fee for an introductory discussion?
There is no fee for the initial exploratory session. If both parties decide to proceed, advisory pricing is explained up front so you have complete visibility into all management costs.
Can executives outside of New York partner with your advisory team?
Yes. Mariner Wealth Advisors assists clients across the nation through secure virtual conferencing and phone sessions, alongside in-person meetings at our Manhattan office.
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