At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we are focused on educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Owners
Austin Brown
Vice President & Wealth Manager
(916) 928-2209
Financial Advisors
Beau Chandon
Wealth Manager
916-928-2209
Operation Assistants
Nitzia Hose
Director of Operations
Michael Wells
Associate
Strategic Resources
John Lischer, CAIA, CIMA®
AVP, OCIO Services Consultant LPL Financial
John is a senior consultant of independent portfolio management and consulting at Mariner. In this role, he leads a consulting team to support independent advisors in creating model portfolios and investment strategies.Over the course...
Client Centered
Whether you are investing to build wealth, protect your family through insurance, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.