Mariner Wealth Advisors has significantly bolstered its national presence through the strategic acquisitions of Cassady Schiller Wealth, Jenkins Wealth, and Triton Financial Group, collectively bringing approximately $1.087 billion in assets under advisement. This move is a pivotal step in Mariner's ambitious growth strategy, aiming to expand its advisor network to 5,000 professionals by 2027, thereby enhancing its wealth management ecosystem.
The acquired firms, each with a strong commitment to client-focused financial services, bring unique strengths to Mariner. Cassady Schiller Wealth, with its eight-member team, specializes in serving high-net-worth individuals, including business owners and medical professionals. Jenkins Wealth, established in 2002, is renowned for its comprehensive planning and investment strategies aimed at achieving financial confidence for its clients. Triton Financial Group, founded in 1995, offers a distinctive approach to wealth management by integrating financial planning, investment management, and risk management.
Mariner's CEO, Marty Bicknell, highlighted the strategic importance of these acquisitions, emphasizing the selection of firms with exceptional client focus and a proven track record. The integration of these firms into Mariner's network will not only expand its geographical footprint to 124 locations, including Puerto Rico, but also enrich its service offerings. The acquired firms will transition to the Mariner name while retaining their current teams and office locations, with operational closures anticipated in the first quarter of 2025.
This expansion underscores Mariner's commitment to redefining wealth management through a holistic, client-centered approach. Since its inception in 2006 with $300 million in assets under advisement, Mariner has experienced remarkable growth, now advising on over $258 billion in assets as of November 30, 2024. The acquisitions of Cassady Schiller Wealth, Jenkins Wealth, and Triton Financial Group mark a significant milestone in Mariner's journey towards becoming a leading national financial services firm, offering unparalleled wealth management solutions to its clients.
