Mariner Wealth Advisors Opens New Offices to Accelerate National Expansion

New offices in Missouri, Arizona, California and Oklahoma provide additional services to clients

Jul 13, 2015, 09:30 ET from Mariner Wealth Advisors

LEAWOOD, Kan., July 13, 2015 /PRNewswire/ -- Mariner Wealth Advisors, the national advisory firm ranked #2 on Barron's list of the Top 100 Independent Wealth Advisors*, today announced it has expanded its services through the opening of offices in St. Louis, San Francisco and Scottsdale. In addition, Mariner's affiliate, Adams Hall Wealth Advisors, has officially adopted the Mariner Wealth Advisors name and branding and will also be opening an Oklahoma City office later this summer. The new office locations and rebranding are part of the firm's national expansion efforts.

"We are thrilled to welcome our new colleagues to the firm and spread the news that Mariner now provides more services at more locations than ever before," said Martin C. Bicknell, chief executive officer of Mariner Wealth Advisors "The opening of the new offices, as well as the rebranding of Adams Hall to Mariner Wealth Advisors, is a direct result of feedback from our clients who require additional access to leading wealth advice at more locations."

Patrick Howley III, CFP®, and Betsy Dow, CPA, former A.G. Edwards' advisors, along with Matthew Fisher, CFP®, AWMA®, will lead the St. Louis team in delivering personalized wealth advisory services to a wide range of clients.

"While working with Patrick and Betsy at A.G. Edwards, I was fortunate to experience first-hand their commitment to personalized advice and outstanding service," said Bicknell. "Their leadership at A.G. Edwards, along with their passion for doing what's best for clients, makes them the ideal leaders for our St. Louis office."

Howley, Dow and Fisher's team of nine experienced financial professionals currently manages more than $460 million in assets and has a particular focus on developing personalized financial solutions to help high-net-worth clients achieve their long-term objectives.

"We are excited to join the Mariner Wealth Advisors family and expand the firm's client-centric philosophy to our home town of St. Louis," said Howley. "Mariner has a history of partnering with advisory teams such as ours to provide enhanced support to allow advisors to focus on serving clients. I am confident this partnership will be positive for our clients and associates, as Mariner shares a similar culture and focus on delivering customized client solutions."

"I have always been inspired by Mariner Wealth Advisors' client-centric approach and platform and look forward to expanding that philosophy to clients throughout this community," Dow added.

Bringing the firm's philosophy to the new Scottsdale, Arizona, and San Francisco, California, offices is Kyle Quinn, a senior wealth advisor with more than two decades of experience who also leads Mariner Wealth Advisors' San Diego and Rancho Santa Fe, California, locations. Both new locations are building their teams through the hiring of experienced wealth professionals and support staff.

Senior leaders at Adams Hall Wealth Advisors decided to adopt the Mariner Wealth Advisors name, as they believe it better reflects the strength of the firm's teams, resources and industry-leading capabilities.

"We are extremely pleased with the added benefits our partnership with Mariner has brought to our clients and associates over the last three years," said Jana Shoulders, chief executive officer of Mariner Wealth Advisors-Tulsa. "Because of this successful partnership, we have decided to officially re-brand our firm to Mariner Wealth Advisors and look forward to being even more closely tied with an industry-leading firm."

In addition to the new offices, Mariner Wealth Advisors also has locations in the following cities:

  • Leawood, Kansas – firm headquarters
  • Rancho Santa Fe, California
  • San Diego, California
  • New York, New York
  • Madison, New Jersey
  • Manasquan, New Jersey
  • Omaha, Nebraska
  • Tulsa, Oklahoma (formerly Adams Hall Wealth Advisors)
  • Pittsburg, Kansas
  • Cincinnati, Ohio (RiverPoint Capital Management)
  • Indianapolis, Indiana (RiverPoint Capital Management)
  • State College, Pennsylvania (Vantage Investment Partners)

About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, 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
  • Philanthropy
  • Executive compensation planning
  • Business succession planning
  • Family office services
  • Retirement plan services
  • Insurance consulting

Visit www.marinerwealthadvisors.com for more information.

* Barron's ranked CEO Martin C. Bicknell and the teams at Mariner the #2 independent wealth advisor nationally in 2013 and 2014. Barron's also ranked Bicknell the #1 advisor in the state of Kansas for 2009, 2010, 2011, 2012 and 2013. 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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