July 8, 2021

Mariner Wealth Advisors to Acquire Allegiant Private Advisors

Acquisition adds nearly $1 billion in assets under management to firm Overland Park, Kan. – July 8, 2021 – Mariner Wealth Advisors, a national wealth advisory firm, today...

May 24, 2021

Retire In Style With Lessons From A $4 Billion Advisor To The Rich

Valerie Newell, principal and senior wealth advisor, discusses with Investor’s Business Daily how many of her clients have used the pandemic as a time to reprioritize and realize what is most important.

April 15, 2021

The Big Q: What Is the Lasting Impact of Bernie Madoff?

In this Barron’s article, Valerie Newell, principal and senior wealth advisor, shares her thoughts on the lasting impact that Bernie Madoff made on the financial industry.

April 12, 2021

How Advisors Are Advising On, and Coping With, Cryptocurrencies

In November, Mariner Wealth Advisors became the largest independent registered investment advisor to offer access to, and advise on, Bitcoin.

March 15, 2021

It May Be Time to Start Worrying About the Estate Tax

Most people have been able to pass on assets like a family home without federal tax, but that could be changing.

February 23, 2021

Mariner Wealth Advisors Establishes Corporate Development Team

Team to execute national growth strategies, including lift-outs, recruiting and acquisitions Overland Park, Kan. – February 23, 2021 – Mariner Wealth Advisors, the wealth advisory firm nationally ranked...

February 22, 2021

Athletes Unlimited Inks Gatorade Deal Ahead of Inaugural Volleyball Season

Mariner Wealth Advisors extends its partnership with Athletes Unlimited ahead of the inaugural volleyball season.

February 16, 2021

Ten Advisors Named to Forbes’ Best-in-State Wealth Advisor List

Rankings reflect Mariner Wealth Advisors high-caliber associates delivering on client-first mission Overland Park, Kan. – February 16, 2021 – Mariner Wealth Advisors landed ten of its advisors on...

February 9, 2021

What To Do With That Super Bowl Bonus? This Wealth Advisor To NFL Players Has Ideas

Justin McCarthy discusses the unique financial planning components for athletes, but also the importance of being a trusted advisor and building solid relationships with clients.

January 11, 2021

Vaccine Rollout Will go a Long Way in its Impact on Investing, Consumer Sentiment: Expert

Jana Shoulders joins Yahoo! Finance to discuss market action and outlook.

December 2, 2020

Mariner Wealth Advisors Opens 42nd Office in Salt Lake City

The firm is committed to expanding its services nationally Overland Park, Kan. – Dec. 2, 2020 – Mariner Wealth Advisors, a national wealth advisory firm headquartered in Kansas...

December 1, 2020

Even In Retirement, You Need a Plan

Brian Leitner, head of wealth management and chief practice management officer, shares why planning for the non-financial aspect of retirement is equally as important as planning for the financial aspect.

October 27, 2020

Mariner Wealth Advisors Expands CPA Alliance Program

To meet growing demand from the CPA community, the firm has added two new advisors Overland Park, Kan. – Oct. 27, 2020 – Mariner Wealth Advisors, a national...

October 13, 2020

Mariner Wealth Advisors Ranked as the 14th Largest Financial Advisory Firm in Louisville Area

The firm has reached this ranking under the leadership of managing director Pamela Thompson Overland Park, Kan. – Oct. 13, 2020 – Mariner Wealth Advisors, a national wealth...

September 14, 2020

NFL Players Look to Stock Market After Opting Out of 2020 Season

Justin McCarthy joins Yahoo! Finance to discuss the financial implications for the NFL athletes who have opted out of the 2020 football season.

August 20, 2020

We Tend to Think That the Market and Investors are more Comfortable if they Think Neither Party can be a Sweep: Wealth Advisor

Jana Shoulders, managing director, joins Yahoo! Finance On the Move to discuss her take on how the 2020 presidential election may impact the markets.

July 30, 2020

Mariner Wealth Advisors’ Keith Plywaczynski and Justin Richter Ranked Among Forbes’ 2020 Top Next-Gen Wealth Advisors List

Plywaczynski and Richter serve as role models, guiding the future of the wealth management industry Overland Park, Kan. – July 30, 2020  – Mariner Wealth Advisors, national wealth...

July 21, 2020

Mariner Wealth Advisors’ Valerie Newell and Jana Shoulders Ranked Among Barron’s 2020 Top 100 Women Financial Advisors

Newell maintains her ranking among the top four and Shoulders climbs the list from 2019 . Overland Park, Kan. – July 21, 2020  – Mariner Wealth Advisors, national...

July 20, 2020

Make a Plan to Repay Your Borrowed 401(k) Money

Leona Edwards, wealth advisor, shares tips for those who have borrowed 401(k) money, with things to consider when thinking through your payoff strategy.

July 15, 2020

Economic Impact on Retirement

Patricia Kummer, managing director, discusses the economic shutdown due to COVID-19 and the related stock market volatility.

June 26, 2020

8 Rules for Investing In Your 20s You Can’t Ignore

Andy Garrison shares his tips for investing in your 20s in this U.S. News article.

June 17, 2020

2020 Women Who Mean Business Honorees

Katrina Scott, chief investment officer, was named a member of the Women Who Mean Business Class of 2020 by the Kansas City Business Journal.

June 16, 2020

The ‘New Normal’ Just Might Become Old Hat

Patricia Kummer, managing director, shares what the ‘new normal’ means for investors, discussing what could be temporary and what is likely to last indefinitely.

May 27, 2020

Meet the 2020 CFO of the Year Honorees

Jeff Poe, chief financial officer of Mariner Wealth Advisors, was named as a CFO of the Year honoree by the Kansas City Business Journal.

May 20, 2020

Fight or Flight — or Better, Stick to the Plan

Patricia Kummer, managing director, talks through the current state of the economy and how it has left many people overwhelmed.

April 14, 2020

The Ongoing Economic Impact of COVID-19

Patricia Kummer, managing director, weighs in on how the pandemic has touched the entire world and the significant changes to the way we will do business going forward.

March 18, 2020

Let’s Take a Look at the ‘Wall of Worry’

Patricia Kummer, managing director, discusses how the first quarter turned out for investors and issues that were very worrisome that have now passed.

March 3, 2020

Mariner Wealth Advisors Acquires Assets of Wealth Health, LLC

Acquisition expands nationwide presence and complements holistic wealth management capabilities Overland Park, Kan. – March 3, 2020 –  Mariner Wealth Advisors, the wealth advisory firm nationally ranked...

February 19, 2020

Holidays Are Over — It’s Tax Season

Patricia Kummer, managing director, shares information on filing your tax return and how to potentially get all the benefits of the lowest tax liability possible.

January 21, 2021

Crypto Advisors: How Firms Are Working With Bitcoin Now

Financial institutions are increasingly accommodating Bitcoin: PayPal now lets customers buy, sell, and hold Bitcoin, and Fidelity Investments is accepting it as loan collateral for certain customers. Influential advisory firms are edging toward advising on it, and one, Mariner Wealth Advisors, has jumped in.

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