Mariner Wealth Advisors to Acquire Walker Wealth
Firm Specializing in Advising Medical Professionals Will Add $301 Million in AUA
Overland Park, Kan. – February 21, 2023 – Mariner Wealth Advisors, a national wealth advisory firm, announced today that Fullerton, Calif.-based Walker Wealth will be joining the company on March 1, 2023. The deal marks the 12th acquisition by Mariner Wealth Advisors in the past 12 months, and establishes the firm’s 14th office in the Golden State.
“Mariner Wealth Advisors continues to grow through strategic acquisitions of like-minded firms that share a passion and commitment to offering clients diversified wealth management services,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “Adding a firm of Walker Wealth’s caliber bolsters our presence in California, and deepens our bench of professionals with an expertise of serving clients in the medical community. We are thrilled to welcome their team into the Mariner family.”
Founded in 1997 by CEO and president W. Craig Walker, Walker Wealth currently serves over 170 clients with $301 million in assets under advisement (AUA). The team, consisting of four associates, offers a holistic approach to a variety of services, including cash flow management, retirement planning, estate considerations and investment consulting. Its clientele spans young entrepreneurs to retirees, with a niche focus on serving medical professionals. Walker Wealth’s mission is to provide concierge-level services, allowing its clients to prioritize their patient care without concern over their finances.
“Our clients’ needs and interests have always been at the heart of every decision we make, and our mission centers around providing the highest level of professionalism and service possible,” said Walker. “Joining Mariner Wealth Advisors will broaden our client service capabilities, and enable us to offer more diversified wealth management solutions for clients with a variety of needs. I’m excited to dedicate even more time to serving our clientele with an even greater portfolio of services and offerings.”
Walker Wealth will retain its existing leadership team upon joining the Mariner Wealth Advisors brand, and will become the firm’s 85th office nationwide. Park Sutton Advisors, a Waller Helms Company, acted as the exclusive financial advisor to Walker Wealth in the transaction.