Kummer Financial Strategies Joins Mariner Wealth Advisors
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.
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.