Patricia Kummer, managing director, discusses how the first quarter turned out for investors and issues that were very worrisome that have now passed.
What makes Jana Shoulders a Barron’s top-ranked advisor? She puts her clients first. Before advising, she takes the time to learn their needs and goals.
Acquisition expands nationwide presence and complements holistic wealth management capabilities Overland Park, Kan. – March 3, 2020 – Mariner Wealth Advisors, the wealth advisory firm nationally ranked...
Patricia Kummer, managing director, shares information on filing your tax return and how to potentially get all the benefits of the lowest tax liability possible.
Acquisitions expand goal-driven tax solutions to clients from coast to coast Overland Park, Kan. – December 30, 2019 – Mariner Wealth Advisors, the wealth advisory firm nationally...
New location reinforces client-first approach by better serving existing local client base Overland Park, Kan. – November 19, 2019 – Mariner Wealth Advisors, the wealth advisory firm...
Experienced team will offer goal-oriented fixed-income solutions Overland Park, Kan. – November 12, 2019 – Mariner Wealth Advisors, the wealth advisory firm nationally ranked by Barron’s as...
The firm is also opening a new office in Wichita, Kan. Overland Park, Kan. – Sept. 25, 2019 – Mariner Wealth Advisors, the wealth advisory firm nationally...
Rankings are a testament to the firm’s high-performing women advisors Overland Park, Kan. – June 25, 2019 – Mariner Wealth Advisors, national wealth advisory firm, is proud...
Purchase of SMS adds another Mariner Wealth Advisors’ team in the Houston metropolitan area Overland Park, Kan. – June 11, 2019 – Mariner Wealth Advisors, the wealth...
The firm expands to Miami, Florida, with purchase of Singer Xenos Schechter Sosler. Overland Park, Kan. – April 17, 2019 – Mariner Wealth Advisors, the wealth advisory...