LEAWOOD, Kan., July 9, 2012 /PRNewswire/ -- Mariner Wealth Advisors, the wealth management firm led by chief executive officer Martin C. Bicknell – ranked nationally as a Top Ten Independent Financial Advisor by Barron's – today announced that it is expanding its wealth advisory team by acquiring a majority interest in the wealth management division of Omaha-based Orizon Investment Counsel, LLC.
With 14 wealth professionals, including four senior wealth advisors, Orizon's wealth management team has significant experience creating custom, holistic wealth plans for a wide range of clients. Orizon's name will change to Mariner Wealth Advisors, and its systems will be fully integrated into Mariner's as soon as practical.
"Mariner has proven itself as a leader among wealth advisory firms through its dedication and focus on meeting client needs first and foremost," said Daniel A. Tucker, president of Orizon Investment Counsel. "As part of the Mariner team, our professionals will be able to deliver resources and innovation beyond what we currently have access to. Combined with our team's vast knowledge and experience, we will be positioned to provide industry-leading services to meet our clients' diverse needs."
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 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 Bicknell, "The relationship with Orizon will allow us to provide focused, innovative wealth solutions to clients in an increasingly diverse geographic area, which is something our clients have been requesting. In return, we offer Orizon dedicated resources and support so their seasoned wealth professionals can focus on meeting client needs above all else."
He continued, "We have implemented several successful transitions over the last several years, and I am confident that the transition of Orizon will be seamless for both clients and associates."
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 performance has resulted in steady growth and recognition as one of the top financial advisory firms in the industry.
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 and benefits planning
- Business succession planning
- Family office services
- Insurance consulting
About Orizon Investment Counsel
Based in Omaha, Nebraska, Orizon is a premier provider of integrated financial services for businesses and individuals. The firm's experienced professionals provide a wide range of services designed to meet each client's individual needs.
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.
Certain Orizon advisors are registered representatives of Securities Service Network, Inc., Member FINRA/SIPC.
SOURCE Mariner Wealth Advisors