Location: Madison, NJ
Industry: Financial services
Robert J. DiQuollo, CPA/PFS,CFP
BIG GROWTH, BIG RESPONSIBILITIES
Mariner Wealth Advisors’ founders had one goal in mind — to provide advice and guidance to help clients reach their personal financial goals. “At the beginning, we were all able to dedicate ourselves fully to achieving that goal,” says CEO Robert J. DiQuollo. “But, as many business owners know, with growth come additional responsibilities.” Those responsibilities, including hiring, compliance and data security, soon grew so extensive that DiQuollo found he was no longer able to focus on his original passion of advising clients. To solve this challenge, the firm, hitherto known as Brinton Eaton, joined Mariner Wealth Advisors in 2012. “Mariner’s approach is to handle everything not related to giving advice, so our advisors are free to focus on what they do best — serving clients,” says DiQuollo.
Quick Tip: “Spend money on technology to keep yourself ahead of the game and avoid potential problems.”
With this time-management challenge in the rear-view mirror, the firm’s goal is to keep expanding on its current suite of customized services, which already includes advice on financial planning, investment advisory, multi-generational wealth planning, risk management, philanthropic giving, executive compensation planning, retirement planning, insurance consulting and more. “Through our relationship with Mariner, we have access to industry-leading resources that will allow us to greatly expand our capabilities,” says DiQuollo. “The opportunities are vast and very exciting.”