Mariner Independent, the independent advisory channel of Mariner, announced Alinity Wealth Management, a planning-focused advisory firm overseeing $275 million, has joined its platform as the Baton Rouge-based team looks to expand capabilities while maintaining control of its business.
Alinity serves families and business owners across more than 30 states and said it selected Mariner Independent for a model that preserves an advisor firm’s ownership, autonomy, and brand while providing access to institutional-grade infrastructure and specialized expertise. The move follows Alinity’s earlier transition from operating within a national financial institution to an independent structure it believes better supports a planning-first approach.
As part of the relationship, Alinity will tap Mariner Independent resources across advanced planning disciplines, including tax, estate, insurance, technology, and operational support. The firms said the goal is to help Alinity deepen its planning toolkit and scale service as client needs become more complex, without changing its identity or relinquishing client relationships.
Mariner Independent positioned the partnership as part of continued momentum among advisory teams seeking a hybrid of independence and centralized support. The firm said it has been expanding its practice management and advisory capabilities, including valuation services as well as estate and tax planning and business-owner advisory services.
Mariner Independent said it supports more than 1,000 advisors and approximately $45 billion in client assets, partnering with firms that want broader resources while retaining entrepreneurial decision-making and long-term strategic optionality.
KEY QUOTES:
“Mariner Independent was built for firms like Alinity. Some advisors want to remain independent for the long term, while others want optionality as their business, clients, and succession needs evolve. Our role is to provide the resources, infrastructure, and alignment that allow advisors to build enduring firms and grow on their terms, always in the best interests of their clients.”
Rob Sandrew, National Managing Director and Head of Mariner Independent
“Alinity Wealth Management has one purpose: a commitment to high-quality financial planning delivered in alignment with our clients’ goals and best interests. We wanted to maintain control over our client relationships and our firm while gaining access to deeper planning, technology, and operational resources. Mariner Independent shares our commitment to doing what’s right for clients while giving us the resources to keep raising the bar for client service.”
Matt Kubicek, Ethan Bowling, and Joey Wilks, Partners, Alinity Wealth Management
