February 1, 2024

Mariner Wealth Advisors Acquires AndCo Consulting and Fourth Street Performance Partners, Creating Mariner Institutional

Acquisitions Add Offices Across the Nation and $104 Billion in Assets Under Advisement Overland Park, Kan. – February 1, 2024 – Mariner Wealth Advisors, a national wealth advisory...

January 2, 2024

Mariner Wealth Advisors Builds on Vast Presence in California with Acquisition of Confluence Financial Planning

Firm Closed out the Year with its Seventh Acquisition of 2023, Adding $360 Million in AUM Overland Park, Kan. – January 2, 2024 – Mariner Wealth Advisors, a...

November 10, 2023

Mariner Wealth Advisors Acquires Baystate Wealth Management

Acquisition brings $1.8 billion in AUM and extends the firm’s outsource investment management capabilities. Overland Park, Kan. – November 10, 2023 – Mariner Wealth Advisors, a national wealth...

September 12, 2023

Mariner Wealth Advisors Acquires Klevens Capital Management, Adds $300 Million in AUA

Firm Adds its 94 th Location, Building on Immense Growth Nationwide Overland Park, Kan. – September 12, 2023 – Mariner Wealth Advisors, a national wealth advisory firm,  announced...

May 31, 2023

Mariner Wealth Advisors Acquires Financial Wellness Platform Spring

First Acquisition of its Kind for the Firm Will Support Employee Retention and Experience Overland Park, Kan. – May 31, 2023 – Mariner Wealth Advisors, a national wealth...

March 22, 2023

Mariner Wealth Advisors Enters New Market with Goldfinch Wealth Management Acquisition

New Location in South Carolina Boosts Firm’s East Coast Presence Overland Park, Kan. – March 22, 2023 – Mariner Wealth Advisors, a national wealth advisory firm, announced today...

February 21, 2023

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,...

February 15, 2023

Mariner Wealth Advisors Acquires Arizona Tax Practice Hopkins Tameron Hostal, PLLC

Firm’s First Acquisition of 2023 Underscores Commitment to Providing 360º Wealth Management Solutions Overland Park, Kan. – February 15, 2023 – Mariner Wealth Advisors, a national wealth advisory...

December 13, 2022

Growth Continues for Mariner Wealth Advisors with Latest Acquisition, McGervey Wealth Management

Firm Ends 2022 Strong With Ninth Acquisition of the Year, Landing Approximately $105 Million in AUA Overland Park, Kan. – December 13, 2022 – National wealth advisory firm...

December 7, 2022

Mariner Wealth Advisors Enhances Executive Services Capabilities with Acquisition of Hayes Financial, Inc.

Wealth Advisory Firm Adds $325M AUA Firm Specializing in Advising Technology Executives Overland Park, Kan. – December 7, 2022 – Rapidly growing national wealth advisory firm Mariner Wealth...

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