Greg Bowen- Financial Advisor Portland, OR

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About Greg Bowen

Mariner Wealth Advisors is different than other wealth management firms in a variety of ways. One way in which were different is our business model. Our advisors are asked to do one thing, to provide clients wealth advice. Our advisors are not out soliciting new clients. Their objective is to retain the clients they currently have and develop an intimate relationship with them. In order to create that intimate relationship, we take a variety of responsibilities that advisors are traditionally charged with and remove them and simply have them focus on working with their clients, as well as limiting the amount of clients that they can serve. As a firm, we have a separate team of professionals that develops new business and it is their goal to understand who those people are and identify the right advisor they should be with.

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General Information

Firm Start Year

2005

No. of Employees

1000-1999

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclaimer

MSEC, member FINRA, SIPC

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Greg Bowen

Mariner Wealth Advisors