Adams Hall Asset Management Joins Mariner Wealth Advisors
Mariner Wealth Advisors adds wealth management professionals and expands its national footprint.
Jan 31, 2012, 09:15 ET
LEAWOOD, Kan., Jan. 31, 2012 /PRNewswire/ -- Mariner Wealth Advisors, the wealth management firm led by chief executive officer Martin C. Bicknell – who was recognized by Barron's as a Top Ten Independent Wealth Advisor in the United States for two years in a row – today announced that it is expanding its wealth advisory team by acquiring a majority interest in the Tulsa-based firm, Adams Hall Asset Management.
With approximately $1.3 billion in assets under management, Adams Hall is an independent wealth management firm with a staff of 14 professionals who have significant experience creating custom, holistic wealth plans for a wide range of clients. Adams Hall will retain its name and expects to integrate its operations and systems into Mariner over time.
"We are thrilled to be joining Mariner Wealth Advisors," said Jana Shoulders, founder and chief executive officer of Adams Hall Asset Management. "Mariner offers its clients a breadth of experience and resources not available at every firm. Mariner's support will greatly enhance our ability to deliver for our clients."
Founded with a mission of helping individuals and families achieve financial peace of mind, Mariner Wealth Advisors has earned a reputation for providing financial advice that is based purely on the needs and interests of its clients. The firm's performance has resulted in a growing base of clients who desire unbiased advice and proven strategies that deliver results.
According to Martin C. Bicknell, CEO of Mariner Wealth Advisors, "I look forward to the opportunities this relationship will bring to both firms. Mariner offers Adams Hall the support and resources of a nationally recognized, innovative and growing firm. In return, Mariner gains a team of experienced, talented individuals who focus on meeting their clients' needs first and foremost. The relationship with Adams Hall will also enhance Mariner's ability to serve clients in geographically diverse areas."
He continued, "Over the last several years, we have gained significant experience in integrating new advisors while retaining the flexibility of a boutique, entrepreneurial firm on which our clients and associates have come to rely. Because of this, I am confident that the addition of Adams Hall will be a seamless transition for both our clients and associates."
About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, national wealth advisory firm that has earned a reputation for providing unbiased financial advice focused on meeting client needs. Mariner's performance has resulted in steady growth as well as national recognition.
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 services include:
- Wealth transfer
- Risk management
- Investment advisory services
- Executive compensation planning
- Business succession planning
- Family office services
About Adams Hall Asset Management
Adams Hall offers a wide range of services aimed at producing and preserving financial gains. Adams Hall's experienced professionals focus on building strong, secure client-advisor relationships, using their financial expertise to help their clients achieve financial security. The firm's disciplined investing and comprehensive wealth management services include:
- Financial planning
- Asset allocation
- Cash flow analysis
- Tax-sensitive investing overlay
The Barron's recognitions are based upon information compiled using data for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm.
SOURCE Mariner Wealth Advisors
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