NS&I Competitors

Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.

Mariner is a national financial services firm built to help advisors and professionals do more—for their clients, their careers and the communities they serve. Founded in 2006 with a purpose to positively impact the lives of many, Mariner has always followed a clear principle: Client first. Associate second. Shareholder last. We bring together the scale and resources of a national firm with a collaborative culture. Advisors have access to specialists across tax, trust and insurance, along with technology and business support to help them solve complex client challenges, deepen relationships and grow their practices. Across Mariner, transparent career paths, mentorship and internal mobility help associates grow. We value people who stay focused on outcomes, move with speed and adapt as needs evolve, bringing their expertise to shared challenges and helping shape what comes next. Whether you’re building a practice or a career, you can build what’s next at Mariner. Get to know Mariner: marinerwealthadvisors.com/who-we-are Explore advisor opportunities at joinmariner.com. Explore careers at marinerwealthadvisors.com/careers. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

You can now find GW & Wade at The Colony Group.