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.
Mariner Wealth Advisors, a national wealth advisory firm, continues to gain traction as it enters the final month of Q2 on the heels of three previous acquisitions this year. Today the firm announced it will acquire Bethlehem, Pa. based Corbenic Partners at the end of this month. This will be Mariner Wealth Advisors’ sixth office in Pennsylvania.
Mariner Wealth Advisors, a national wealth advisory firm, today announced that it is set to acquire Boston, Mass.-based Taylor Wealth Management Partners, securing its second office in the Boston area. This acquisition is the latest in a series of moves to bolster its presence along the East Coast. Mariner Wealth Advisors is also expanding in the Washington, D.C. area with the addition of new Managing Director Bob Glass, who will oversee its recently established McLean, Va. and Bethesda, Md. offices.
Mariner Wealth Advisors, a national wealth advisory firm, announced today it will acquire Bloomfield Hills, Mich.-based Emerson Wealth, LLC. As Mariner Wealth Advisors continues to expand from coast to coast, this acquisition further bolsters its presence in the Midwest, securing its second office in the greater Detroit area.
Mariner Wealth Advisors, a national wealth advisory firm, today announced it will acquire Miramar Beach, Fla.-based Arbor Wealth Management, marking its first deal of the new year. After closing 14 acquisitions in 2021, the deal with Arbor Wealth Management continues to scale Mariner Wealth Advisors’ operations across the U.S. while expanding its presence in the southeast. This is now the firm’s fifth office in Florida and first in the Destin area.
Mariner Wealth Advisors, a national wealth advisory firm, today announced the acquisition of California-based Viewpoint Financial Network, its 14th deal to close in 2021. The firm embarked on an aggressive growth strategy in July of last year following a minority stake acquisition by private equity firm Leonard Green & Partners, adding nearly $13 billion in assets under advisement (AUA) throughout the last two quarters. The deal with Viewpoint Financial Network adds to Mariner Wealth Advisors’ fast-growing national footprint with an office in the Los Angeles metropolitan area and another office in the San Francisco Bay Area.
