The U.S. Census reports the Dallas–Fort Worth Metroplex has approximately seven million people, making it the largest metropolitan area in the South. Mariner joins several other companies in the financial space and other industries that call Plano home, per the city's annual financial report, owing to the region's expanding influence and growth. The new office is designed to support the growing number of Mariner Wealth Advisors' clients the firm currently serves in the region and to attract new clients locally.
Mariner Wealth Advisors has pursued an aggressive expansion plan in recent years, with the purpose of delivering its robust and innovative strategies and resources to a larger audience. The firm recently opened offices in Ft. Lauderdale, Fla., St. Louis, Mo., and Chicago, Ill. giving it 16 offices across the United States. The new Mariner Wealth Advisors office will be located at 5445 Legacy Drive, Suite 160, Plano, Texas, 75024.
For more information, please visit www.marinerwealthadvisors.com.
About Mariner Wealth Advisors
Mariner Wealth Advisors is a national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm's wealth advisory services** include:
- Financial planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement plan services
- Insurance consulting
Visit www.marinerwealthadvisors.com for more information.
*The 2016 Barron's ranking for Mariner Holdings is based upon information compiled using data for Mariner Holdings' registered investment adviser subsidiaries. Barron's published its Inaugural Top 20 Independent Advisory Firms in 2016 based upon a number of criteria and the firms' filings with the SEC were used to cross-check the data provided to Barron's. The listing includes the firms' number of clients, employees, advisors, offices and state locations.
** Mariner Wealth Advisors ("MWA") does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Certain MWA representatives are licensed insurance agents and are compensated for the sale of insurance-related products through an affiliated insurance agency. MWA is an SEC registered investment adviser with its principal place of business in the State of Kansas. Registration of an investment adviser does not imply any level of skill or training. For additional information about MWA, including fees and services, please contact MWA or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
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SOURCE Mariner Wealth Advisors