Jacob Goddard

Senior Wealth Advisor at Mariner Wealth Advisors - Leawood, KS, US

Jacob Goddard's Colleagues at Mariner Wealth Advisors
Edgar Ibarra

Client Service Associate

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Lori Sacco

Associate Wealth Advisor

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Theresa Hultz

Co Founder / Senior Wealth Advisor

Contact Theresa Hultz

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Jacob Goddard's Contact Details
HQ
913-647-9700
Location
Camas, Washington, United States
Company
Mariner Wealth Advisors
Jacob Goddard's Company Details

Mariner Wealth Advisors

Leawood, KS, US • 1000 - 4999 Employees
Financial Services

Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner's wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what's most important.Our clients include individuals, families & institutions. Our wealth solutions include:• Wealth planning• Investment advisory services• Multi-generational wealth planning• Risk Management• Philanthropy• Executive compensation planning• Business succession planning• Family office services• Retirement planningTo learn more about us, please visit marinerwealthadvisors.com.Mariner Wealth Advisors ("MWA") is an SEC registered investment adviser. Registration of an investment adviser does not imply a certain level of skill or training. For additional information, including fees and services, please read detailed disclosures carefully before you invest at http://www.marinerwealthadvisors.com/legal. Third‐party rankings and recognitions are no guarantee of future investment success and do not ensure that a client will experience a certain level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of client evaluations. Generally, ratings, rankings, and recognition are based on information submitted by the adviser. Information included here may include statements concerning financial market trends and/or individual stocks, and is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Brokerage Services are provided by MSEC, LLC Member FINRA & SIPC, an affiliate of Mariner Wealth Advisors

Financial planning risk management consulting services retirement planning services investment analysis and selection asset management business retirement plans philanthropy multi-generational wealth planning B2B B2C Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Mariner Wealth Advisors
Frequently Asked Questions about Jacob Goddard
Jacob Goddard currently works for Mariner Wealth Advisors.
Jacob Goddard's role at Mariner Wealth Advisors is Senior Wealth Advisor.
Jacob Goddard's email address is ***@marinerwealthadvisors.com. To view Jacob Goddard's full email address, please signup to ConnectPlex.
Jacob Goddard works in the Financial Services industry.
Jacob Goddard's colleagues at Mariner Wealth Advisors are Amanda Wilson, Edgar Ibarra, Amber Tousana, Lori Sacco, Parker Kramlich, Michael Trimble, Theresa Hultz and others.
Jacob Goddard's phone number is 913-647-9700
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