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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.
Valerie Newell, principal and senior wealth advisor, makes Daily Investor Hub’s list of 10 Famous Women Financial Advisors
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.
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