Mariner Wealth Advisors of Greenwich

Mariner Wealth Advisors is a financial planner in Greenwich, Connecticut, serving individuals and businesses with comprehensive wealth management services. The firm offers wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services, insurance solutions, and specialized services for executives, business owners, and high-net-worth families. Its advisors work collaboratively with an in-house team of specialists in taxes, estate planning, and insurance to deliver sophisticated, customized financial strategies. The firm operates from its Greenwich office at 2 Overhill Road and serves clients across the United States. It holds a 5.00 rating based on 1,940 reviews, reflecting strong client satisfaction.

Behind every advisor is a dedicated internal team of experts in tax, estate, and insurance matters, enabling clients to access advanced financial solutions. The firm emphasizes a collaborative, client-first approach, beginning with a deep understanding of each client’s life goals, family dynamics, financial situation, and values. This foundation supports the development of personalized wealth plans that evolve with clients over time. Mariner provides services including Social Security optimization, education savings strategies, retirement planning, and portfolio construction tailored to risk tolerance and long-term objectives. The firm also offers specialized tax planning, including strategies to reduce tax burdens, optimize income, and facilitate wealth transfer.

Mariner Wealth Advisors maintains a strong digital presence, with a website optimized for search engines, ensuring consistent and accessible information. The firm is recognized nationally, having been ranked among the top 100 RIAs by Barron’s for multiple years, including #6 among Mega RIAs in 2025. These rankings reflect the firm’s performance in assets managed, technology investment, staff diversity, succession planning, and other criteria. The firm’s approach combines personalized advisory with institutional-grade resources, enabling clients to navigate complex financial decisions with confidence.

In Greenwich, Mariner Wealth Advisors stands as a trusted partner for individuals seeking enduring financial strategies, blending local expertise with nationally recognized standards of excellence.