July 20, 2021

Marty Bicknell and Steve Lockshin Join Forces as Leonard Green & Partners Invests in Mariner Wealth Advisors

Leading independent advisory firms Mariner Wealth Advisors and AdvicePeriod announce strategic merger to build a dominant client-centric, technology-enabled, fiduciary service provider of the future.  Overland Park, Kan .–...

July 8, 2021

Mariner Wealth Advisors to Acquire Allegiant Private Advisors

Acquisition adds nearly $1 billion in assets under management to firm Overland Park, Kan. – July 8, 2021 – Mariner Wealth Advisors, a national wealth advisory firm, today...

May 24, 2021

Retire In Style With Lessons From A $4 Billion Advisor To The Rich

Valerie Newell, principal and senior wealth advisor, discusses with Investor’s Business Daily how many of her clients have used the pandemic as a time to reprioritize and realize what is most important.

April 15, 2021

The Big Q: What Is the Lasting Impact of Bernie Madoff?

In this Barron’s article, Valerie Newell, principal and senior wealth advisor, shares her thoughts on the lasting impact that Bernie Madoff made on the financial industry.

April 12, 2021

How Advisors Are Advising On, and Coping With, Cryptocurrencies

In November, Mariner Wealth Advisors became the largest independent registered investment advisor to offer access to, and advise on, Bitcoin.

March 15, 2021

It May Be Time to Start Worrying About the Estate Tax

Most people have been able to pass on assets like a family home without federal tax, but that could be changing.

February 23, 2021

Mariner Wealth Advisors Establishes Corporate Development Team

Team to execute national growth strategies, including lift-outs, recruiting and acquisitions Overland Park, Kan. – February 23, 2021 – Mariner Wealth Advisors, the wealth advisory firm nationally ranked...

February 22, 2021

Athletes Unlimited Inks Gatorade Deal Ahead of Inaugural Volleyball Season

Mariner Wealth Advisors extends its partnership with Athletes Unlimited ahead of the inaugural volleyball season.

February 16, 2021

Ten Advisors Named to Forbes’ Best-in-State Wealth Advisor List

Rankings reflect Mariner Wealth Advisors high-caliber associates delivering on client-first mission Overland Park, Kan. – February 16, 2021 – Mariner Wealth Advisors landed ten of its advisors on...

February 9, 2021

What To Do With That Super Bowl Bonus? This Wealth Advisor To NFL Players Has Ideas

Justin McCarthy discusses the unique financial planning components for athletes, but also the importance of being a trusted advisor and building solid relationships with clients.

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