Mariner Wealth Advisors today announced it has acquired Martin Financial Group. Located in New Albany, Indiana, Martin Financial Group has approximately $250 million in assets under advisement and a team of eight professionals dedicated to delivering personalized wealth advisory services to a wide range of clients.
Mariner Wealth Advisors today announced it is acquiring Patriot Wealth Management, Inc. (Patriot). Located in Houston, Texas, with nearly $2 billion in assets, Patriot is a wealth advisory firm dedicated to delivering personalized financial planning services to a wide range of clients.
Mariner Wealth Advisors today announced it has expanded its services through the opening of an office in Amarillo, Texas. Suzanne Wheeler, CFP®, AIF®, CeFT®, partner and senior wealth advisor, leads the new office and, along with her partners and team, is available to serve a wide range of wealth advisory clients throughout the Panhandle and beyond.
Mariner Wealth Advisors today announced a partnership with Denver-based Kummer Financial Strategies, Inc.
Mariner Wealth Advisors today announced it has refocused on its national expansion efforts through the addition of two senior wealth advisors, in Omaha, Nebraska.1
Mariner Wealth Advisors, the expanding national wealth advisory firm, is seeking wealth management firms and advisors to join its family of partner firms on the heels of its continued growth, success…
Mariner Wealth Advisors, the rapidly expanding national wealth advisory firm, today announced the opening of its new office in Plano, Texas, aimed at serving its growing client base in the Dallas/Fort Worth metropolitan area. Keith Plywaczynski, CFP®, managing partner and senior wealth advisor, will lead the new office. He has more than a decade of experience helping clients achieve their financial goals.
