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 advisory firm, today announced that it will acquire Robinson, Tigue, Sponcil Private Wealth Management (RTS). Based in Phoenix, Ariz., this will be Mariner Wealth Advisors’ second office in the Phoenix/Scottsdale metro area. This is the firm’s 10th announced acquisition since the beginning of the year during which it has added more than $15 billion in assets under advisement (AUA).
“We are hyper-focused on continuing our momentum and searching for opportunities to expand our capabilities and grow our business,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “RTS’s unique approach to relationship management and proven record of providing personalized solutions for clients aligns with our core mission of client-first wealth advice. I am thrilled to begin this partnership and look forward to welcoming the RTS team to the Mariner family.”
With over 20 years of experience, RTS has established a loyal base of more than 280 clients with approximately $393 million Assets Under Advisement (AUA). The firm’s mission is rooted in a strategic balance of investment planning, advanced planning and relationship management to help its clients achieve continuity in wealth management. Joining Mariner Wealth Advisors will ensure sustained growth and expand upon their financial planning capabilities, including rolling out offerings in trust services, in-house estate and tax planning, an expanded investment offering and retirement plan solutions for businesses.
“With Mariner Wealth Advisors, we have found a like-minded firm that practices wealth management based on understanding clients’ financial objectives as well as their lifestyle and family values,” said Keith Tigue, President of RTS. “Joining Mariner Wealth Advisors will provide our employees and clients with the scale and resources of a much larger firm, ultimately improving the financial outcomes we seek to achieve.”
RTS will assume the Mariner Wealth Advisors name when the deal closes on Dec. 10, 2021. Echelon served as the financial advisor to RTS in the transaction.