Mariner Wealth Advisors, a national wealth advisory firm, today announced it will be acquiring Winter Park, Fla.-based AndCo Consulting and Covington, Ky.-based Fourth Street Performance Partners in a simultaneous transaction.
Mariner Wealth Advisors, a national wealth advisory firm, today announced it has acquired Sacramento, Calif.-based Confluence Financial Planning. The acquisition established Mariner’s first office in the River City and 15th in the Golden State.
Mariner Wealth Advisors, a national wealth advisory firm, today announced a large expansion in the northeast with the acquisition of Baystate Wealth Management.
Mariner Wealth Advisors, a national wealth advisory firm, today announced it has expanded its presence in the Pacific Northwest with the acquisition of Kirkland, Wash.-based Klevens Capital Management
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.
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.
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.
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.
