Established independent firm adds in-house tax and investment banking expertise as its clients’ needs grow more complex
Overland Park, Kan. – November 5, 2026 – Mariner, a national financial services firm, today announced that Trimble Wealth Advisors, led by Grant and Liz Trimble, joined Mariner Independent on October 23.
The Overland Park firm, previously affiliated with Carson Group, was already independent and chose Mariner Independent as a strategic partner to better serve individuals, families and business owners through access to specialized expertise in tax, estate and trust planning, investment banking and insurance.
“Grant and Liz have built a respected independent practice with deep relationships with their clients, and that experience is a natural fit for Mariner Independent,” said Rob Sandrew, national managing director and head of Mariner Independent. “Overland Park is home for Mariner, and we’re proud to welcome a firm that shares those roots.”
As the firm has grown to serve clients with increasingly complex financial needs, the Trimbles saw an opportunity to expand the expertise available to them. From retirement and wealth transfer planning to tax strategies and estate considerations, the partnership provides access to coordinated resources throughout different stages of clients’ financial lives. For the business owners the firm serves, that also includes specialized support for business succession, transactions and other significant financial decisions.
“We were already independent, so this decision was about finding the right strategic partner for the future of our firm,” said Grant Trimble. “Our clients have a wide range of financial needs, and we wanted a partner that could help us address more of them. Whether it’s helping a family navigate a complex tax situation or guiding a business owner through a sale, having that expertise available makes a difference.”
“Having those specialists in-house means we can bring more resources to our clients without having to send them elsewhere,” said Liz Trimble. “We can continue to be their primary point of contact while bringing in the right expertise as their needs evolve.”
Learn more about Trimble Wealth Advisors at trimblewealth.com.
About Mariner
Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, enabling them to maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with approximately $300 million in assets under advisement, Mariner affiliates collectively advise on more than $660 billion in assets under advisement as of 9/30/26. Learn more at www.mariner.com.
About Mariner Independent
Mariner Independent is the supported-independence platform of Mariner designed for growth-minded advisory firms that want to build and own enduring businesses. The platform provides independent advisors with access to institutional-grade resources across tax, estate, insurance, investments, practice management, and technology, allowing firms to scale while maintaining control of their brand, clients, and operations.
