Mariner Wealth Advisors is breaking into the mass affluent market with the launch of a new business called, FirstPoint Financial, which will offer personalized financial advice and planning with no minimum balance required.
The launch of FirstPoint Financial is the latest in a series of initiatives Mariner Wealth Advisors has undertaken to expand its goal of delivering comprehensive wealth advisory services driven by client needs and interests.
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As a part of the move, FirstPoint will offer wealth planning to a wider range of clients, without the traditional investment minimums found at Mariner.
The firm plans to hire at least two more advisors for the Cincinnati, Ohio and New Jersey offices, who will be located within Mariner’s already existing offices.
FirstPoint will help all investors, regardless of their net worth, gain access to personalized financial planning services to achieve their goals.
FirstPoint clients will have an online portal and communicate with their advisor team via telephone calls or web conferencing.The new buisness is a fiduciary and its services will be paid for through fees based on the level of assets being managed.
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By GlobalDataMartin Bicknell, CEO of Mariner Wealth Advisors and FirstPoint Financial, said: "At FirstPoint, our financial professionals merge objective financial advice with cutting-edge technology to provide an easily accessible solution to high-net-worth clients."
