Mariner Wealth Advisors Launches Financial Wellness Platform

What You Need to Know

Mariner Financial Wellness allows business to offer a financial wellness benefit to employees and gain insights into their financial concerns.
The introduction follows the acquisition of Spring, a provider of financial wellness benefits.

Mariner Wealth Advisors has launched Mariner Financial Wellness, a platform that the registered investment advisor said positions it as a “full-service solution for businesses seeking to provide wealth planning and financial guidance for all employees.”

Employers across the U.S. can offer the Mariner Financial Wellness platform to their employees as a financial wellness benefit, supporting employee retention, the RIA said.

“Across the board, it remains our top priority to positively impact as many individuals and communities as possible, and this addition helps us continue to fulfill that promise,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors, adding that the integration “will allow us to sustain that impact by making financial advice more accessible to employees across the country.”

Mariner Financial Wellness is made up of two components for employees: an online portal offering customized educational content, budgeting tools, goal setting and tracking; and a financial health and progress summary that the RIA said is “complemented by holistic one-on-one financial wellness coaching from a licensed, trained and dedicated coach.”

Businesses using the platform will have access to data-driven insights into employees’ financial stressors, “showing results such as declining debt and increasing savings while still keeping the individual employees’ information confidential,” the company said.

The introduction follows the firm’s acquisition of Spring, a company providing businesses with financial wellness benefits for their employees. Spring was founded in 2015 by Joe Holberg, its CEO.

“Throughout the entire journey from the foundation of Holberg Financial in 2015, to its rebrand as Spring in 2021, and now to this next phase with Mariner Wealth Advisors, I have relentlessly focused on building and enhancing a platform that improves employees’ financial education and wellness,” Holberg said.