Mariner Holdings, the parent company of Mariner Wealth Advisors and Montage Investments, has launched its new tax advisory affiliate, Mariner Consulting.
The new venture will provide compliance, tax consulting and tax planning services for an extensive range of clients.
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Led by managing partners Robert Soza and Stephen Creed, the tax advisory firm will focus on identifying and analyzing a client’s tax-saving opportunities and will assist with tax resolutions by developing tax-saving strategies for clients.
Mariner Consulting has offices in Leawood, Kansas, and Tulsa, Oklahoma, with plans to expand to other markets where Mariner Holdings has a presence.
Martin Bicknell, chief executive officer of Mariner Holdings, stated, "The launch of Mariner Consulting is in direct response to feedback we’ve received from our clients that they require additional assistance with tax planning and advice related to tax strategies."
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