NEWS

July 17, 2023

2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality

Marty Bicknell, Chief Executive Officer & President at Mariner Wealth Advisors, says new players have emerged that nobody would have seen coming four years ago—firms with $20 billion to $40 billion in assets that have pounced on the space, aided by cheap financing and easy access to capital.

March 22, 2023

Mariner Wealth Advisors Enters New Market with Goldfinch Wealth Management Acquisition

Mariner Wealth Advisors, a national wealth advisory firm, announced today that it has acquired Greenville, S.C.-based Goldfinch Wealth Management. The firm’s first office in South Carolina, this acquisition reinforces Mariner Wealth Advisors’ mission of positively impacting as many lives as possible by broadening its reach even farther down the East Coast. 

February 21, 2023

Mariner Wealth Advisors to Acquire Walker Wealth

Mariner Wealth Advisors, a national wealth advisory firm, announced today that Fullerton, Calif.-based Walker Wealth will be joining the company on March 1, 2023. The deal marks the 12th acquisition by Mariner Wealth Advisors in the past 12 months, and establishes the firm’s 14th office in the Golden State.

February 15, 2023

Mariner Wealth Advisors Acquires Arizona Tax Practice Hopkins Tameron Hostal, PLLC

Mariner Wealth Advisors, a national wealth advisory firm, today announced it has acquired the Arizona-based tax practice of Hopkins Tameron Hostal, PLLC (HTH). The acquisition of HTH, and integration of its services, enhances Mariner Wealth Advisors’ mission of providing clients with 360° wealth advice, and emphasizes the firm’s dedication to offering a full catalog of solutions in-house.

February 1, 2023

Mariner Wealth Advisors Hires Todd Cassler to Accelerate Company’s Growth Strategy

New Chief Strategy & Growth Officer Joins the Firm from Executive Management Team at John Hancock Overland Park, Kan. – February 1, 2023 – Mariner Wealth Advisors, a...

December 13, 2022

Growth Continues for Mariner Wealth Advisors with Latest Acquisition, McGervey Wealth Management

National wealth advisory firm Mariner Wealth Advisors today announced that it will acquire Canton, Ohio-based McGervey Wealth Management at the end of the month. This acquisition—the firm’s ninth since the beginning of the year—will add approximately $105 million in assets under advisement (AUA) and establish its fourth office in Ohio.

December 7, 2022

Mariner Wealth Advisors Enhances Executive Services Capabilities with Acquisition of Hayes Financial, Inc.

Rapidly growing national wealth advisory firm Mariner Wealth Advisors today announced that it will acquire San Jose, Calif.-based Hayes Financial, Inc. The acquisition—Mariner Wealth Advisors’ eighth deal to close in 2022—will establish the firm’s eleventh office in California.

October 18, 2022

Second-Act Careers: How 5 Professionals Became Financial Advisors

Jeff Ogston, senior wealth advisor, shares how his role at Mariner Wealth Advisors is congruent with the 13 years he spent as a high school math teacher, allowing him to combine his love of teaching and coaching.

October 13, 2022

Unprecedented collaboration launched to take on the underrepresentation of women in financial advice

Launches Excell REPRESENT, a first-of-its-kind, community-building event Omaha, Neb. (October 13, 2022) – Women make up more than half of the U.S. population, but only 20% of financial advisors....

September 20, 2022

Mariner Wealth Advisors Upholds Client-First Philosophy with Latest Acquisition, Executive Wealth Counselors, LLC

Mariner Wealth Advisors, a national wealth advisory firm, today announced it will acquire Pittsburgh, Pa.-based Executive Wealth Counselors, LLC in a deal set to close at the end of the month. This acquisition builds on Mariner Wealth Advisors’ existing reach across Pennsylvania, marking its seventh office in the state and second in the Pittsburgh area. 

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