Marty Bicknell and Steve Lockshin Join Forces as Leonard Green & Partners Invests in Mariner Wealth Advisors

July 20, 2021

Mariner Wealth Advisors and AdvicePeriod, two of the country’s leading independent advisory firms, are joining forces to build a dominant fiduciary advisory firm of the future, in a deal concurrent with an investment from private-equity firm Leonard Green & Partners (LGP). 

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