Acquisition Deepens Expertise in Sell-Side M&A Transactions Overland Park, Kan. – September 3, 2024 – Mariner, a national wealth advisory firm, today announced its acquisition of New Haven,...
Read Press Release >Acquisitions Add Offices Across the Nation and $104 Billion in Assets Under Advisement Overland Park, Kan. – February 1, 2024 – Mariner Wealth Advisors, a national wealth advisory...
Firm Closed out the Year with its Seventh Acquisition of 2023, Adding $360 Million in AUM Overland Park, Kan. – January 2, 2024 – Mariner Wealth Advisors, a...
Acquisition brings $1.8 billion in AUM and extends the firm’s outsource investment management capabilities. Overland Park, Kan. – November 10, 2023 – Mariner Wealth Advisors, a national wealth...
Firm Adds its 94 th Location, Building on Immense Growth Nationwide Overland Park, Kan. – September 12, 2023 – Mariner Wealth Advisors, a national wealth advisory firm, announced...
First Acquisition of its Kind for the Firm Will Support Employee Retention and Experience Overland Park, Kan. – May 31, 2023 – Mariner Wealth Advisors, a national wealth...
New Location in South Carolina Boosts Firm’s East Coast Presence Overland Park, Kan. – March 22, 2023 – Mariner Wealth Advisors, a national wealth advisory firm, announced today...
Firm Specializing in Advising Medical Professionals Will Add $301 Million in AUA Overland Park, Kan. – February 21, 2023 – Mariner Wealth Advisors, a national wealth advisory firm,...
Firm’s First Acquisition of 2023 Underscores Commitment to Providing 360º Wealth Management Solutions Overland Park, Kan. – February 15, 2023 – Mariner Wealth Advisors, a national wealth advisory...
Firm Ends 2022 Strong With Ninth Acquisition of the Year, Landing Approximately $105 Million in AUA Overland Park, Kan. – December 13, 2022 – National wealth advisory firm...
Wealth Advisory Firm Adds $325M AUA Firm Specializing in Advising Technology Executives Overland Park, Kan. – December 7, 2022 – Rapidly growing national wealth advisory firm Mariner Wealth...
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.
Deal Set to Close This Month Will be Followed by Continued Growth Through the End of the Year Overland Park, Kan. – September 20, 2022 – Mariner Wealth...
Top-ranked RIA Brings Mariner Expanded Client Roster of Community Banks and Credit Unions Overland Park, Kan. – August 2, 2022 – Mariner Wealth Advisors, a national wealth advisory...
Acquisition Expands Firm’s Advisor Network and Broadens Platform Offerings for Independent Financial Advisors Overland Park, Kan. – July 19, 2022 – Mariner Wealth Advisors today announced the acquisition...
Andreas Scott, managing director & senior wealth advisor, shares how his experiences with setbacks have allowed him to help clients transcend market downturns and see the bigger picture.
Pennsylvania-based Firm Boasts Franchisee Advising and Multi-generational Clients Overland Park, Kan. – June 14, 2022 – Mariner Wealth Advisors, a national wealth advisory firm, continues to gain traction...
Reed Davis, senior wealth advisor, shares why he’s so passionate about working with clients and why joining Mariner Wealth Advisors was the right fit for him.
Wealth Advisory Firm Also Expands Offices in Washington, D.C. Overland Park, Kan. – June 1, 2022 – Mariner Wealth Advisors, a national wealth advisory firm, today announced that...
Jack Giardano, associate wealth advisor, shares his advice for those thinking about joining the Great Resignation.
Christine Wentzler, senior wealth advisor, shares how joining Mariner Wealth Advisors was the right move for her and allowed her to spend more time focusing on clients.
Experienced Advisors in Executive Wealth Management Services Will Add Approximately $612 Million in AUM Overland Park, Kan. – May 18, 2022 – Mariner Wealth Advisors, a national wealth...
Valbona Ceci, senior wealth advisor, shares with AdvisorHub her experiences moving to the United States, what drew her to finances and ultimately to Mariner Wealth Advisors.
In Barron’s, “The Way Forward” podcast, our own Valerie Newell shares five tips for multigenerational planning and working with the next generation.
Jana Shoulders, managing director and senior wealth advisor, shares with Barron’s how she’s discussing crypto with her clients.
David Robinson, director & senior wealth advisor, explains what to consider when discussing agent candidates with your attorney or estate planner.
Scott Schermerhorn, managing director, weighs in on how startups are a riskier bet because they might fail.
Acquisition Marks the Firm’s First Deal of 2022, Will Add Approximately $527 Million in AUA Overland Park, Kan. – February 15, 2022 – Mariner Wealth Advisors, a national...
Kelly Trevethan, senior wealth advisor, discusses how to salvage the economics of your new financial life after divorce.
David Robinson, director & senior wealth advisor, talks through the perils of giving POA to the wrong person and how to avoid that mistake.
Acquisition Marks the Firm’s 14 th Deal in Six Months, Adding Approximately $950 Million in AUA Overland Park, Kan. – January 12, 2022 – Mariner Wealth Advisors, a...
Acquisition Adds Approximately $1.3 Billion in Assets Under Advisement Overland Park, Kan. – January 5, 2022 – Mariner Wealth Advisors, a national wealth advisory firm, today announced that...
The Deal Expands Firm’s Footprint Nationwide to More than 60 Locations Overland Park, Kan. – December 15, 2021 – Mariner Wealth Advisors, a national wealth advisory firm, today...
Year of Growth Continues for Kansas City-Headquartered Firm Overland Park, Kan. – December 9, 2021 – Mariner Wealth Advisors, a national wealth advisory firm, today announced that it...
The Firm’s 10th Acquisition of 2021 Adds an Additional $390 Million Assets Under Advisement Overland Park, Kan. – December 1, 2021 – Mariner Wealth Advisors, a national wealth...
Firm to Add Approximately $770 Million in AUA on the Heels of Active Summer Growth Overland Park, Kan. – Nov. 18, 2021 – Mariner Wealth Advisors, a national...
Acquisition Adds Approximately $700 Million in Assets Under Advisement Overland Park, Kan. – October 21, 2021 – Mariner Wealth Advisors, a national wealth advisory firm headquartered in Kansas...
Orlando is a Strategic, New Location as the Firm Continues to Expand Throughout Florida Overland Park, Kan. – October 6, 2021 – Mariner Wealth Advisors, a national wealth...
Firm adds approximately $2.7 billion in assets under advisement with the acquisition of FCG Advisors Overland Park, Kan. – September 23, 2021 – Mariner Wealth Advisors, a national...
Firm adds over $600 million in assets under management with the acquisition of the Cincinnati firm Overland Park, Kan. – Sept. 9, 2021 – Mariner Wealth Advisors, a...
Wealth advisory firm continues rapid growth with its fourth announced acquisition of the summer Overland Park, Kan. – August 11, 2021 – Mariner Wealth Advisors, a national wealth...
Firm continues year of growth and expands presence in California with acquisition Overland Park, Kan. – July 28, 2021 – Mariner Wealth Advisors, a national wealth advisory firm,...
Leading independent advisory firms Mariner Wealth Advisors and AdvicePeriod announce strategic merger to build a dominant client-centric, technology-enabled, fiduciary service provider of the future. Overland Park, Kan .–...
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...
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.
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.
In November, Mariner Wealth Advisors became the largest independent registered investment advisor to offer access to, and advise on, Bitcoin.
Most people have been able to pass on assets like a family home without federal tax, but that could be changing.
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...
Mariner Wealth Advisors extends its partnership with Athletes Unlimited ahead of the inaugural volleyball season.
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...
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.
Jana Shoulders joins Yahoo! Finance to discuss market action and outlook.
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...
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.
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...
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...
Justin McCarthy joins Yahoo! Finance to discuss the financial implications for the NFL athletes who have opted out of the 2020 football season.
Jana Shoulders, managing director, joins Yahoo! Finance On the Move to discuss her take on how the 2020 presidential election may impact the markets.
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...
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...
Leona Edwards, wealth advisor, shares tips for those who have borrowed 401(k) money, with things to consider when thinking through your payoff strategy.
Patricia Kummer, managing director, discusses the economic shutdown due to COVID-19 and the related stock market volatility.
Andy Garrison shares his tips for investing in your 20s in this U.S. News article.
Katrina Scott, chief investment officer, was named a member of the Women Who Mean Business Class of 2020 by the Kansas City Business Journal.
Patricia Kummer, managing director, shares what the ‘new normal’ means for investors, discussing what could be temporary and what is likely to last indefinitely.
Jeff Poe, chief financial officer of Mariner Wealth Advisors, was named as a CFO of the Year honoree by the Kansas City Business Journal.
Patricia Kummer, managing director, talks through the current state of the economy and how it has left many people overwhelmed.
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.
Patricia Kummer, managing director, discusses how the first quarter turned out for investors and issues that were very worrisome that have now passed.
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...
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.
