Mariner Wealth Advisors has significantly bolstered its position in the financial services industry through the strategic acquisitions of Cassady Schiller Wealth, Jenkins Wealth, and Triton Financial Group. These acquisitions, collectively bringing approximately $1.087 billion in assets under advisement, mark a pivotal step in Mariner's ambitious growth strategy to expand its advisor network to 5,000 professionals by 2027.
The integration of these firms into Mariner's ecosystem is not just about expanding its asset base but also about enriching its service offerings with the unique strengths each firm brings. Cassady Schiller Wealth, with its deep expertise in serving high-net-worth individuals and families, Jenkins Wealth's focus on comprehensive financial planning, and Triton Financial Group's integrated approach to wealth management, all align with Mariner's client-centered philosophy.
Mike Clark of Cassady Schiller Wealth, Brad Jenkins of Jenkins Wealth, and Bob Gustafson of Triton Financial Group have all expressed enthusiasm about joining Mariner, citing the opportunity to enhance their service offerings while maintaining their commitment to client success. This sentiment is echoed by Mariner's CEO, Marty Bicknell, who emphasizes the importance of partnering with firms that share Mariner's exceptional client focus and proven success.
With these acquisitions, Mariner is set to expand to 124 locations nationwide, including Puerto Rico, further solidifying its presence across the United States. The transition of the acquired firms to the Mariner name, while retaining their current teams and office locations, is expected to be completed by the first quarter of 2025.
This strategic expansion is a testament to Mariner's commitment to redefining wealth management through a holistic approach. From its humble beginnings in 2006 with $300 million in assets under advisement, Mariner has grown exponentially, now advising on over $258 billion in assets as of November 30, 2024. For more information on Mariner Wealth Advisors, visit https://www.marinerwealthadvisors.com.
