Mariner, the Overland Park, Kansas-based national wealth management firm, said Monday it has partnered with Cariloop to give its advisors and clients direct access to professional care coaches who help families manage the logistics of caring for aging parents, spouses or other relatives with complex health needs.
The firm, which collectively advises on more than $647 billion in assets as of March 31, began rolling out Cariloop's Caregiver Support Platform to its more than 2,000 associates earlier this year before extending the benefit to eligible clients. Advisors have already put the tool to use: in the first two weeks after launch, they opened more than 300 caregiving cases for their own families, according to the companies.
"Today's advisors show up for clients in the moments that matter most," Marty Bicknell, chief executive and president of Mariner, said in a statement. "The right resources make that possible. By introducing services like Cariloop, we're giving our advisors another way to deliver real value to the families they serve."
Michael Walsh, chief executive and co-founder of Cariloop, said the expanded relationship reflects how closely caregiving and household finances are now intertwined.
"Every caregiving journey has a direct impact on personal finances," Walsh said. "To support Mariner associates and their clients means families across the country will receive more comprehensive guidance for their loved ones, and themselves, as they plan for the future."
The move lands as caregiving duties reach further into the client base that firms like Mariner serve. More than 63 million Americans – nearly one in four adults – now serve as caregivers, and almost one in three are supporting both a parent and a child at the same time, according to AARP data.
Separate research from Pew Research Center estimates 10% of all US adults are giving care to a parent who's at least 65 years of age. Among Americans who have an aging parent, spouse or partner, roughly a quarter now consider themselves a caregiver, with the share rising to nearly a third among those whose family member is 75 or older.
Among adults regularly helping an aging parent, Pew found 32% say the arrangement has had a negative effect on their financial situation, versus 18% who call the impact positive. Women were also markedly more likely than men to report the caregiving role has hurt their emotional well-being – 47% versus 30% – a gap that advisors working with dual-income households may increasingly need to account for in planning conversations.
The 2026 Retirement Confidence Survey from the Employee Benefit Research Institute and Greenwald Research found that 61% of workers say they are very or somewhat concerned about having to provide care for a loved one with a health condition or disability, and 44% of retirees share that concern.
Edward Jones, in a study with Morning Consult and Age Wave, reported that two in five U.S. adults already identify as family caregivers. Of those, 95% of current caregivers are concerned about their retirement outlook, yet only 43% have sought professional financial guidance.
Another new survey from Western and Southern Financial Group found caregivers end up spending $292 monthly on average on parental care, with seven in 10 reportedly making a financial sacrifice in the past 12 months to cover it. Around one-sixth (16%) of caregivers say they've put off retiring by five years on average to support an aging parent, and more than 27% say they're not confident at all in their ability to retire comfortably.
Mariner is not the only wealth giant taking notice of the caregiving crisis. Cariloop struck a similar arrangement with Raymond James late last year, folding its coaching and planning tools into that firm's longevity-planning services, and more recently added Quotient Wealth Partners as a client.
More recently last month, Edward Jones made Carefull's fraud-monitoring and account-oversight platform available to its client base, a move it framed around the need to protect older clients from financial mistakes and scams that often accompany cognitive decline.
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