Martin Financial Group Joins Mariner Wealth Advisors
Partnership provides enhanced services for clients, support and resources for Indiana-based advisory firm
Overland Park, Kan. – January 10, 2019 – Mariner Wealth Advisors, the wealth advisory firm nationally ranked by Barron’s as a top three RIA Firm in 2018, 2017 and 2016,1 today announced it has acquired Martin Financial Group.
Located in New Albany, Indiana, Martin Financial Group has approximately $250 million in assets under advisement and a team of eight professionals dedicated to delivering personalized wealth advisory services to a wide range of clients. The partnership with Mariner Wealth Advisors provides Martin Financial Group’s professionals with additional support and business continuity to ensure advisors are available to provide trusted advice for generations to come.
Mariner Wealth Advisors also 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.
“I am thrilled to join a firm that shares our commitment in putting the client first,” said Wesley Martin, ChFC, CFP®, principal of Martin Financial Group. “This relationship with Mariner Wealth Advisors will allow us to focus on what matters most: spending time with clients, while also gaining exceptional investment and back-office support. It’s a win-win for our clients and associates.”
Marty Bicknell, chief executive officer of Mariner Wealth Advisors, said, “I am incredibly pleased to welcome Martin Financial Group to the Mariner Wealth Advisors family. Its professionals have an exceptional history of delivering for clients, and they share our focus on providing holistic wealth advisory services to meet a wide range of needs. I look forward to adding the team’s talent and experience to our bench, and to supporting the firm’s clients with additional resources and services.”
The partnership with Martin Financial Group is the latest development in Mariner Wealth Advisors’ growth strategy. With the addition of Martin Financial Group, Mariner Wealth Advisors has 28 offices in 20 states, with over 240 wealth advisors and over 500 associates. This will be Mariner Wealth Advisors second location in Indiana.
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.