CALL US: 800-384-1756 HOME › MEDICAL PROFESSIONALS Medical Professionals Find a Local Advisor Find a Location Taking Care of Medical Professionals’ Assets and Well-Being As a busy medical professional, you probably haven’t had time to create a financial plan for yourself and your family. We can help ease that stress by providing financial planning. We want to help ensure you have a wealth management plan and strategies to protect your assets today and over the long-term. We specialize in partnering with medical professionals on a plan that may include: MarinerGPS, a comprehensive platform that tracks cash flow and net worth and has a secure online “vault” to house key financial documents and centralize account information. Recommendations and review of insurance, including medical malpractice and life insurance to help ensure you have adequate coverage. 529 plans that can be structured to help minimize taxes and maximize contributions to help pay educational costs for children Estate planning and trust services for review of documents including a will and powers of attorney for health care and finances as well as offering advice for legacy planning, trusts for asset protection and charitable giving strategies Advice on asset allocation and diversification, stress testing portfolio, alternative strategies, investment recommendations Tax team that offers tax preparation, tax-advantaged charitable giving and year-round planning Calculation and review of equity stake, selling a practice and a succession plan if you have a stake or ownership in your business MWA does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services. MEDICAL PROFESSIONALS INSIGHTS Women in Health Care: Take Time to Build a Financial Strategy JULY 9, 2020 Read Planning for Physicians MARCH 2, 2020 Read Wealth Planning Considerations for Dentists and Dental Professionals FEBRUARY 27, 2020 Read See all Insights Discover how we can help you achieve your goals. Thanks for wanting to learn more about how we’ll partner with you. Complete this form, and we’ll share our 360° approach to wealth management or find a location near you. Name Email Phone Are You A: Are You A: Client Prospective Client Advisor/Investment Representative Other Message CAPTCHA Contact Us Mariner Wealth Advisors NewsroomPrivacyCookie PolicyCCPAForm CRSForm ADVLegalFor AdvisorsContact Our Team © 2021 Mariner Wealth Advisors Subscribe to Our Newsletter Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles. Untitled Untitled Untitled This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in tracking and performance tools, and in order to improve and customize your browsing experience. To find out more about the cookies we use, see our privacy policy. Accept