NAPA FIRM PARTNERS
Broker-Dealers & RIAs
Marietta Wealth
Mariner Wealth Advisors
Marietta, GA | mariettawealth.com
Overland Park, KS | marinerwealthadvisors.com/retirement
KEY CONTACT(S)
Wes Hackney | 678.918.9135 | wes@mariettawealth.com Scott Keller | 678.918.9135 | scott@mariettawealth.com John Massey | 912.667.1478 | jmassey@mariettawealth.com
FIRM PROFILE Marietta Wealth is an independent, fee-only financial advisory firm focused on providing investment management and retirement plan advisory services to individuals, businesses, and institutions. Marietta Wealth provides a range of services to plan fiduciaries and participants of company retirement plans, including 3(21)/3(38) fiduciary advice, investment selection and quarterly investment monitoring, investment policy statement preparation, custom model construction, target date fund and “QDIA” analysis, fee benchmarking and vendor analysis, investment committee support, one-on-one participant advice, participant education and enrollment meetings, and plan design recommendations.
PRIMARY MARKET(S) SERVED
KEY CONTACT(S)
David Stofer 913.378.9144 | david.stofer@marinerwealthadvisors.com Dawn McPherson 913.378.9149 | dawn.mcpherson@marinerwealthadvisors.com Tony Bruns 513.874.4440 | tony.bruns@marinerwealthadvisors.com
FIRM PROFILE Mariner Wealth Advisors provides advisory services to retirement plan sponsors with a goal of improving employees’ retirement readiness and enhancing clients’ benefit packages. Our CEFEX-certified Retirement Plan Solutions division provides a wide range of services, including: plan design consulting, investment selection, asset allocation, ERISA compliance, investment policy statement preparation and maintenance, and fiduciary training and support.
PRIMARY MARKET(S) SERVED
70 OPTIONS AVAILABLE
OPTIONS AVAILABLE • Retirement Sales Desk Representative
• 3rd Party Vendor Analysis Tool
• Business Development Consultants
• Other Tools
• Recruiter for Retirement Plan Advisors
• Benchmarking Tools
• 3rd Party Vendor Analysis Tool
• Participant Advice/Participant Services
• Other Tools
• Allows Fiduciary Declaration 3(21)/3(38)
• Benchmarking Tools
• Custom Risk Based/Target Date Models
• Participant Advice/Participant Services
• Stable Value Analysis
• CRM/Data Aggregation
• Minimum Fee Schedules
• Allows Fiduciary Declaration 3(21)/3(38)
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
• Custom Risk Based/Target Date Models
5
• 408(b)(2) - In-House or Outsourced • Plan Sponsor Fiduciary Training • Stable Value Analysis • Minimum Fee Schedules
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS 18
NAPA BLACK BOOK 2021