Mariner Wealth Advisors Expands To North Texas
Leawood, Kan. – October 11, 2016 – Mariner Wealth Advisors, the rapidly expanding national wealth advisory firm, today announced the opening of its new office in Plano, Texas, aimed at serving its growing client base in the Dallas/Fort Worth metropolitan area. Keith Plywaczynski, CFP®, managing partner and senior wealth advisor, will lead the new office. He has more than a decade of experience helping clients achieve their financial goals.
“This is an exciting time for us as we become a part of the growing community in Plano and greater Dallas/Fort Worth region. It moves us closer to our large number of clients in the region,” said Martin C. Bicknell, president and chief executive officer of Mariner, ranked No. 1 on Barron’s list of Top 20 Independent Advisory Firms*. “Opening this office fulfills our broader strategy for servicing areas where we are seeing strong demand and positive demographic trends.”
The U.S. Census reports the Dallas–Fort Worth Metroplex has approximately seven million people, making it the largest metropolitan area in the South. Mariner joins several other companies in the financial space and other industries that call Plano home, per the city’s annual financial report, owing to the region’s expanding influence and growth. The new office is designed to support the growing number of Mariner Wealth Advisors’ clients the firm currently serves in the region and to attract new clients locally.
Mariner Wealth Advisors has pursued an aggressive expansion plan in recent years, with the purpose of delivering its robust and innovative strategies and resources to a larger audience. The firm recently opened offices in Ft. Lauderdale, Fla., St. Louis, Mo., and Chicago, Ill. giving it 16 offices across the United States. The new Mariner Wealth Advisors office will be located at 5445 Legacy Drive, Suite 160, Plano, Texas, 75024.
1 Barron’s awarded the 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018) and 50 (2019). Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com.
Mariner Wealth Advisors (“MWA”), is an SEC registered investment adviser with its principal place of business in the State of Kansas. Registration of an investment adviser does not imply a certain level of skill or training. MWA is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MWA maintains clients. MWA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by MWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about MWA, including fees and services, please contact MWA or refer to the Investment Adviser Public Disclosure website. Please read the disclosure statement carefully before you invest or send money.