JHM Certified Public Accountants is thrilled to announce a broad new spectrum of wealth management service offerings. JHM is now proudly collaborating with Mariner Wealth, one of the nation's premier financial advisory firms. This collaboration enhances JHM’s ability to offer comprehensive financial planning and investment advisory services, providing clients with a more holistic approach to managing and growing their wealth.
JHM's Managing Partner Dean Krech states: “I’m excited to announce a major growth initiative for all of our JHM Client friends. We’re sincerely humbled to partner with Mariner Wealth, a Top 5 National RIA as ranked by Barron’s, to assist our clients with a broad portfolio of wealth management and financial planning needs. Their advisors will join our professionals in future client meetings on a regular basis, locally right here in Chattanooga. This alliance - along with other current growth initiatives like rapid team and market expansions, buy and sell-side transaction advisory services, and fractional CFO services - will serve to enhance JHM’s goal of being your business's most trusted and complete business advisor.”
Through this partnership, JHM sticks to its commitment of delivering forward-thinking solutions tailored to each client’s unique financial goals, business and personal.
A few services offered through Mariner:
Wealth Planning
Investment Management
Trust Services
Insurance Solutions
Investment Banking and Sell-Side M&A
Executive Financial Planning
Institutional Cash Management
Financial Wellness Employee Benefits