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.
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.
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...
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.
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.
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.
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....
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.
Mariner Wealth Advisors COO says her Kansas company will spike headcount 400% in a ‘few’ years, fitting the Dealmakers confab mission to explain the inexplicably soaring RIA deal volumes, runaway valuations, and a future where it’s only expected to accelerate.
Mariner Wealth Advisors, a national wealth advisory firm, today announced it acquired Bloomfield Hills, Mich.-based Heber Fuger Wendin Investment Advisors (HFW) at the end of July, marking the latest in a series of strategic acquisitions that will expand the firm’s scale, expertise and integrated capabilities across the U.S.
Mariner Wealth Advisors today announced the acquisition of The Financial Services Network (“The Network”), a national enterprise office that provides a variety of administrative, consulting, compliance and operational services for more than 400 independent financial advisors. The acquisition will expand the reach of Mariner Platform Solutions, an affiliate of Mariner Wealth Advisors that offers a suite of resources to independent financial advisors who seek to scale their businesses and focus on serving clients without the distractions of back-office responsibilities.
