Mariner Holdings Establishes Retirement Group

Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth Advisors and Montage Investments, launched an affiliate firm specializing in retirement plans.

Mariner partnered with David Stofer and Mark Nothnagel, formerly of SageView, to launch Mariner Retirement Advisors. In addition to Stofer, Nothnagel and their team, Mariner Retirement Advisors will be staffed by Mariner’s existing 401(k) practice, which is led by Tim Helsel.

According to Martin Bicknell, chief executive officer of Mariner Holdings, the launch of Mariner Retirement Advisors prepares the firm to advise plan sponsors on a wide range of issues, including plan design, investment selection, asset allocation and fiduciary concerns.

“Through Mariner Retirement Advisors, we will focus on helping clients create and maintain leading retirement plans with an ultimate goal of increasing plan participants’ retirement readiness,” he adds.

The team formerly with SageView Advisory Group brings more than 50 years of combined retirement plan services experience to Mariner Retirement Advisors. This team and Mariner Wealth Advisors’ existing retirement practice team have, combined, managed more than 150 client relationships and more than $3 billion in assets.

Mariner Holdings says the launch of Mariner Retirement Advisors is the latest in a series of initiatives the firm has undertaken to further its goal of delivering a wide range of services to meet diverse client needs. Other recent initiatives include the acquisition of Allied Business Group to provide investment banking, valuation advisory and forensic accounting services to business owners; the launch of Mariner Trust Company, which supports clients with trust and estate planning solutions; and the launch of FirstPoint Financial, a firm dedicated to providing personalized financial advice with no minimum asset requirements.