March 18, 2020

Let’s Take a Look at the ‘Wall of Worry’

Patricia Kummer, managing director, discusses how the first quarter turned out for investors and issues that were very worrisome that have now passed.

March 13, 2020

Learning to Put Herself in Her Clients’ Boots

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.

March 3, 2020

Mariner Wealth Advisors Acquires Assets of Wealth Health, LLC

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...

February 19, 2020

Holidays Are Over — It’s Tax Season

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.

December 30, 2019

Mariner Wealth Advisors Acquires Tax Practices in Los Angeles and New Jersey

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...

November 19, 2019

Mariner Wealth Advisors Opens Office in Wichita, Kansas

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...

November 12, 2019

Mariner Wealth Advisors Launches Institutional Cash Management Group

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...

September 25, 2019

Mariner Wealth Advisors Acquires Team in Nashville and Adds Industry Veteran to Scottsdale, Ariz. Office

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...

June 25, 2019

Mariner Wealth Advisors’ Valerie Newell, Jana Shoulders and Faith Xenos Ranked Among Barron’s 2019 Top Women Financial Advisors

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...

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