Mariner Wealth Advisors Welcomes Justin Richter, CFP®

Latest senior wealth advisor will provide client-focused planning services and will serve on Mariner's Investment Committee

Jan 14, 2014, 09:05 ET from Mariner Wealth Advisors

LEAWOOD, Kan., Jan. 14, 2014 /PRNewswire/ -- Mariner Wealth Advisors, an independent wealth advisory firm with offices nationwide, today announced that Justin Richter, CFP®, has joined the firm as a senior wealth advisor and a member of the firm's Investment Committee. An experienced wealth and investment management professional with more than a decade of experience, Richter shares the firm's focus on providing client-driven service to help individuals and families arrive at their personal financial destinations.

Richter joins the firm from BOK Financial, where he was a senior vice president and client advisor. His experience also includes nine years as a portfolio manager at UMB Bank, where he worked as part of a team to provide comprehensive financial solutions to high-net-worth individuals and institutions. To do so, he utilized a combination of investment management, banking, trust and estate planning, and charitable gifting strategies. In that role, Justin managed approximately $500 million in assets for a variety of clients and was a voting member of the bank's equity selection committee.

Richter's past experience also includes working alongside William B. Greiner, CFA, chief investment officer of Mariner Wealth Advisors. According to Greiner, "I am thrilled that Justin has decided to join Mariner. I know from working with him in the past that he is a dedicated, focused professional who brings to the table an extensive background in economic theory, asset allocation and securities selection disciplines. Justin will provide excellent insight to the Investment Committee and more importantly, he will help ensure our clients have access to best-in-class portfolio solutions."

Founded with a mission of helping individuals and families achieve financial peace of mind, Mariner Wealth Advisors provides financial advice that is based purely on the needs and interests of clients. Nationally ranked #2 on Barron's list of the Top 100 Independent Financial Advisors, the firm's performance has resulted in a growing base of clients who desire unbiased advice and wealth planning solutions that span multiple generations.*

According to Martin C. Bicknell, chief executive officer of Mariner Wealth Advisors, "I am very pleased to welcome Justin to the firm. His history of providing client-focused services and comprehensive advice make him an ideal addition to our team. Throughout 2014, we will continue to search for qualified professionals, such as Justin, who will further our firm's mission of supporting clients with industry-leading advice and a wide range of planning services."

The hiring of Richter is the latest in a series of initiatives Mariner Wealth Advisors has undergone in an effort to further its goal of delivering industry-leading services to clients when and where they need them. In December, Mariner announced its acquisition of RR Advisory Group, a New York City-based wealth management firm. In addition, the firm recently launched Mariner Trust Company, which supports the firm's clients with a wide range of trust and estate planning solutions.

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 planning services
  • Insurance consulting

Visit www.marinerwealthadvisors.com.

*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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