Financial planning and wealth management can be a daunting task, but the financial professionals from Mariner Wealth Advisors' Bellevue office are here to help set clients up for success. The privately held, national wealth advisor team works with each client to create sophisticated, unified financial plans to meet lifelong goals.
We caught up with Christina Horan, managing director and senior wealth advisor, to answer a few questions about Mariner.
What overarching advice would you share with the community?
It is important to have a quarterback that knows all the players and is putting the plays together. We’ll design a wealth management strategy that integrates investments, taxes, estate planning, trusts and insurance solutions and reflects how you think about money and life.
We start with the client’s short- and long-term goals in mind and work backward from there. It is important to understand your risk tolerance (from conservative to aggressive) and objective (income, growth or both). Some clients think if they have enough money, they can take on more risk and accept the added potential volatility. Others with enough money want to avoid the additional stress volatility can bring. So, in both situations, the client can have the same income, net worth and expenses, but because of personal goals and risk tolerance, have completely different investment strategies.
What is the most fulfilling part of the job?
At a high level, it is seeing my clients live the life of their dreams. It is not only about making sure you have enough money in retirement, but also about making sure you are healthy and enjoying life. Before you retire, it’s important that everyone in your life, particularly your spouse and children, agree on what your retirement will look like. You’ll also want to make a plan for how you’ll spend your time so you can avoid boredom and live a purpose-driven life when you stop working.
On a day-to-day basis, saving clients money through tax planning is the most fulfilling part of my job. I am a numbers person, so being able to show clients how we do that with the sophisticated software we use is very exciting.
Tell me about Mariner’s involvement in the community.
Through the Mariner Foundation, our Nashville office has written grants and donated $55,000 to local nonprofits we want to support. We volunteer at Second Harvest of Middle Tennessee and Thistle Farms and sponsor baseball teams at the Bellevue Sports Athletic Association. We are also members of the Bellevue Chamber of Commerce.
Our CEO Marty Bicknell has long held the belief that, to whom much is given, much is expected. It is that belief that makes giving back to our communities central to our firm’s culture. Since our founding in 2006, Mariner Wealth Advisors has donated more than $5 million to charity.
What else should Bellevue know?
Our ultimate goal is to give you the most personalized experience possible, so we limit the number of clients each advisor has, and we separate sales and advice roles. Your advisor is focused on partnering with you for whatever life brings your way and on helping you navigate your financial future.
As one of our clients, we’ll treat you like family and are committed to putting your interests first. Knowing that you have 360° advice designed to last during your life and beyond from an advisor dedicated to advocating for you can make all the difference.
