Mariner

Where your wealth goes next is up to you.

Financial planner in Tigard, OR (show on map)

5.0

★★★★★

3 reviews

A nationally recognized wealth management firm offering integrated financial planning, investment management, tax, estate, and insurance services.

Call (503) 620-5236

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About

Mariner Wealth Advisors is a nationally recognized registered investment adviser with a local presence across the country. The firm offers comprehensive wealth management services including wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services, and insurance solutions for individuals, and institutional services including Mariner Institutional, financial wellness, executive financial planning, specialty tax services, institutional cash management, investment banking and valuation advisory, and a financial institutions group for businesses.

Behind every Mariner advisor is access to an in-house team of specialists in taxes, estate planning, insurance, and investments. The firm has been ranked in Barron's Top 100 RIAs from 2016-2024 and as a Top 6 Mega RIA in 2025. Mariner also offers a podcast 'Your Life Simplified', educational webinars, and insights on wealth planning topics.

In-house team of specialists in taxes, estate planning, insurance, and investments

Integrated approach combining investments, taxes, estate, trusts, and insurance under one roof

Barron's #6 Mega RIA and top-ranked Top 100 RIA since 2016

Personalized wealth planning with a dedicated advisor

Nationally recognized firm with local presence across the country

Podcast and educational webinars for client engagement

Services

Wealth Planning

Personalized wealth management strategy integrating investments, taxes, estate planning, trusts, and insurance, built around your life and goals.

Cash flow analysis Income protection strategies Education savings Retirement account withdrawal strategies Social Security optimization Personal insurance solutions

Investment Management

Sophisticated investment solutions backed by in-house specialists, designed to work as part of an integrated wealth plan.

In-house specialist support Integrated approach with tax and estate planning Mid-year portfolio stress testing

Tax Planning and Preparation

Integrated tax strategies to reduce tax burden, optimize income, and efficiently transfer wealth, including multi-state and estate tax planning.

Proactive tax analysis Federal, state, and local tax compliance Multi-state domicile strategies Tax-efficient gifts, trusts, foundations IRS audit representation 401(k) and IRA optimization

Estate Planning

Strategic estate and gift tax planning to efficiently transfer wealth to loved ones and charities, including trusts and foundations.

Estate tax planning Tax-efficient wealth transfer Trust and foundation structures Charitable giving strategies

Risk Advisory

Risk management and insurance solutions to protect your wealth and income.

Personal insurance solutions Income protection strategies Asset protection

Trust Services

Establish and manage trusts, including spousal lifetime access trusts (SLATs) and tax-advantaged estate planning vehicles.

SLAT implementation Tax-advantaged trusts Family office support Trustee services

Credentials & Certifications

Barron's Top RIA Firm #6 Mega RIA 2025

Since 2025

Barron's Top 100 RIA (Top 5) 2016-2024

Since 2016

Registered Investment Adviser

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Mariner Wealth Advisors offer? +

Mariner offers wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services, insurance solutions for individuals, and institutional services including cash management, financial wellness, executive financial planning, specialty tax services, and investment banking for businesses.

Is Mariner Wealth Advisors a registered investment adviser? +

Yes, Mariner Wealth Advisors, LLC is a registered investment adviser. The Barron's rankings are based on data compiled for Mariner Wealth Advisors, LLC registered investment adviser subsidiaries.

What makes Mariner different from a single advisor? +

Behind every Mariner advisor is access to an in-house team of specialists in taxes, estate planning, insurance, and investments, all working as one team on your behalf.

Who does Mariner serve? +

Mariner serves high-net-worth individuals, families, business owners, executives, medical professionals, professional athletes, and privately held companies.

What is Mariner's Barron's ranking? +

Barron's ranked Mariner #6 Mega RIA in 2025, and in the top five of the Top 100 RIAs from 2016-2024, with rankings ranging from #1 to #6 during that period.

Does Mariner offer services for businesses? +

Yes, Mariner offers Mariner Institutional, financial wellness, executive financial planning, specialty tax services, institutional cash management, investment banking and valuation advisory services, and a financial institutions group.

What is the firm's philosophy? +

Mariner treats clients like family and is committed to putting their interests first, offering a personalized process and advocacy through a dedicated advisor and in-house specialist team.

Does Mariner have a podcast? +

Yes, Mariner hosts 'Your Life Simplified', a podcast where hosts share insights about finances and wealth. The latest episode (#169) is 'Built to last: Mariner at 20' from May 14, 2026.