June 14, 2022

Mariner Wealth Advisors Continues Notable Growth with Acquisition of Corbenic Partners

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...

June 13, 2022

Reed Davis Embraces His Passion for Financial Planning

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.

June 1, 2022

Mariner Wealth Advisors Adds Taylor Wealth Management Partners to Its Latest Roster of Acquisitions

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...

May 31, 2022

Consider These Tips to Financially Prepare for Participating in the Great Resignation

Jack Giardano, associate wealth advisor, shares his advice for those thinking about joining the Great Resignation.

May 23, 2022

Mariner’s Christine Wentzler Gets a Surprise, Then Makes the Most of It

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.

May 18, 2022

Mariner Wealth Advisors Continues Growth Stride With Latest Acquisition, Emerson Wealth, LLC 

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...

May 9, 2022

Valbona Ceci, CFP®, Proves the American Dream is Alive and Well

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.

May 4, 2022

Multigenerational Planning and ‘The Most Important Thing to Parents’

In Barron’s, “The Way Forward” podcast, our own Valerie Newell shares five tips for multigenerational planning and working with the next generation.

March 23, 2022

How Advisors Are Talking to Their Clients About Crypto

Jana Shoulders, managing director and senior wealth advisor, shares with Barron’s how she’s discussing crypto with her clients.

March 1, 2022

Don’t Give Your Power of Attorney to the Wrong Person

David Robinson, director & senior wealth advisor, explains what to consider when discussing agent candidates with your attorney or estate planner.

February 15, 2022

EV Startups Hunt for an Edge as Big Automakers Roll Out Vans and Trucks

Scott Schermerhorn, managing director, weighs in on how startups are a riskier bet because they might fail.

February 15, 2022

Mariner Wealth Advisors to Acquire Arbor Wealth Management

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...

February 13, 2022

Financial Strategies for Surviving Divorce

Kelly Trevethan, senior wealth advisor, discusses how to salvage the economics of your new financial life after divorce.

February 3, 2022

Avoid Powers of Attorney Mistakes

David Robinson, director & senior wealth advisor, talks through the perils of giving POA to the wrong person and how to avoid that mistake.

January 12, 2022

Mariner Wealth Advisors Acquires Viewpoint Financial Network

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...

January 5, 2022

Mariner Wealth Advisors Acquires Granite Investment Advisors

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...

December 15, 2021

Mariner Wealth Advisors to Acquire Cascadia Advisory Services, LLC

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...

December 9, 2021

Mariner Wealth Advisors Acquires Sivel Capital Management

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...

December 1, 2021

Mariner Wealth Advisors to Acquire Robinson, Tigue, Sponcil Private Wealth Management

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...

November 18, 2021

Mariner Wealth Advisors to Acquire Savant Investment Group, LLC

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...

October 21, 2021

Mariner Wealth Advisors Acquires Barley Mill Asset Management

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...

October 6, 2021

Mariner Wealth Advisors Acquires Vaughn Wealth Management

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...

September 23, 2021

Mariner Wealth Advisors Makes Sixth Acquisition to Close Out Summer of Deals

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...

September 9, 2021

Mariner Wealth Advisors Acquires The Pinnacle Group

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...

August 11, 2021

Mariner Wealth Advisors to Acquire Commonwealth Advisory Group

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...

July 28, 2021

Mariner Wealth Advisors to Acquire Channel Islands Group

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,...

July 20, 2021

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

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 .–...

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.

June 28, 2022

Expert Advice: Finding the Best Life Insurance

David Martin, senior wealth advisor, explains what to consider when determining which life insurance policy is right for you.

Contact Us