Lake Smith's Colleagues at Mariner Platform Solutions
Lake Smith's Contact Details
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Mariner Platform Solutions
Lake Smith's Company Details
Mariner Platform Solutions was created to solve a need we saw in the advisory marketplace. Over the years, we have met countless advisors who are seeking a platform to better serve their clients in a fiduciary and client-first environment. Many of those same advisors have a desire to continue to build their own company, but simply lack the resources to do it all. Succession planning and continuity of their businesses aren't yet a challenge and these firms typically are not seeking a liquidity event or an equity partner. They simply lack the resources to grow and are spending too much of their time focusing on operating their business rather than serving their clients.