Klevens Capital Management Has a New Name

What Does That Mean to You?

Klevens Capital Management officially became part of Mariner Wealth Advisors on September 1, 2023.

After investigating merger and acquisition opportunities, we are excited to join Mariner Wealth Advisors, a national wealth advisory firm with offices across the U.S. We believe the firm’s focus on putting the client first aligns well with our philosophy and can lead to improved outcomes for you.

Expanded Services & Resources

Joining Mariner Wealth Advisors gives us access to an enhanced array of financial and business solutions as well as to the experience and knowledge of specialized in-house teams, including tax, insurance, estate planning and trust services—all under one roof.

This broad support will allow us to provide you with the highest level of comprehensive wealth planning. Plus, you will continue to benefit from our collaborative process while still enjoying our personalized client-centric approach, which we have always taken great pride in.

Consistent Client Service

Although our range of financial services will grow, what will not change is this: You will continue to work with the same advisory services team providing the same level of attention from the same location.

We are thrilled about becoming part of Mariner Wealth Advisors and the opportunities this brings to our clients. We strongly believe this is the right step for you and for us. As you have trusted us in the past, we are asking for your continued trust, knowing that every action we take is with your best interests in mind.

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