Kummer Financial Strategies Joins Mariner Wealth Advisors

Press Release


Partnership provides enhanced services for clients, growth and business continuity for Colorado advisory firm.

OVERLAND PARK, Kan., Nov. 15, 2017 -- Mariner Wealth Advisors, the national wealth advisory firm ranked in the top two on Barron's list of Top 20 Independent Advisory Firms in both 2017 and 2016,1 today announced a partnership with Denver-based Kummer Financial Strategies, Inc.

With approximately $300mm in assets under advisement, Kummer Financial Strategies (KFS) is a wealth advisory firm with a team of 10 professionals who are dedicated to delivering personalized financial planning services to a wide range of clients. The partnership with Mariner Wealth Advisors will provide KFS's professionals with additional support in multiple areas, including risk management, trust and estate planning, tax planning, retirement plan services, investment banking, valuation advisory and forensic accounting, and more. In addition, the partnership provides business continuity to ensure advisors are available to provide trusted advice for generations to come.

"Mariner Wealth Advisors' service model is second to none," said Patricia Kummer CFP®, founder and president of Kummer Financial Strategies. "This partnership will allow us to expand our services to clients and better equip them to accomplish their long-term goals. Because Mariner Wealth Advisors handles all back-office functions, our professionals will be able to truly focus on what they're best at – providing personalized advice to help clients realize their dreams for the future."

With a mission of serving as an advocate to help individuals and families achieve their long-term financial goals, Mariner Wealth Advisors supports advisory teams with a dedicated investment committee and business development team, as well as back-office support related to human resources, operations, finance, information technology, marketing, legal and compliance. This allows advisors to focus solely on working with clients.  

Said Marty Bicknell, chief executive officer of Mariner Wealth Advisors, "I am thrilled to welcome Kummer Financial Strategies to the Mariner Wealth Advisors family. Patricia and her team are talented wealth professionals who provide exceptional client service. We look forward to supporting them with a wide range of innovative resources to help grow their business and expand the services available to clients."

The partnership with Kummer Financial Strategies is the latest development in Mariner Wealth Advisors' recently announced aggressive growth strategy. Over the next 24 to 36 months, the firm will look to partner with additional wealth firms throughout the country that share its client-first service philosophy. Recently, Mariner Wealth Advisors announced the expansion of its Omaha, Nebraska-based team.

About Mariner Wealth Advisors
Mariner Wealth Advisors is a national wealth advisory firm that provides wealth advice focused on meeting client needs. With 20 office locations from coast to coast, and clients in 50 states, the firm's mission is to help clients and their families navigate their financial future, charting a course to achieve their goals today, tomorrow and for years to come.

About Kummer Financial Strategies
Kummer Financial Strategies is a registered investment advisory firm located in Highlands Ranch, Colorado since 1986. The firm's experienced professionals strive to provide custom investment and wealth advice to help clients achieve their long-term goals.

1Barron's awarded the 2016 #1 and the 2017 #2 ranking in the Top 20 Independent Advisory Firms to Mariner Holdings based upon data compiled for Mariner Holdings' registered investment adviser subsidiaries. Barron's publishes these lists based upon a number of criteria and the firms' filings with the SEC were used to cross-check the data provided to Barron's. The listing includes the firms' number 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.