Mariner Independent Launches $1.3B Firm in California

Posted May 14, 2025

Overland Park-based firm Mariner announced the launch of Mosaic Value Partners, a $1.3 billion wealth management firm based in Aliso Viejo, California.

Mosaic Value Partners (MVP) launched through Mariner Independent beginning April 24, supported by three additional team members, including two licensed professionals, according to a release. The firm was founded by John Buckingham, Jason Clark and Christopher Quigley.

“As we considered our next phase of growth, it was important to find a partner that could support that foundation while giving us the resources to expand and evolve. Mariner Independent provides the infrastructure and capabilities we need without changing who we are,” Buckingham said in the release.

MVP’s team and operations will remain independent. It is the largest firm to launch with Mariner Independent to date.

Mariner Independent is a platform that offers advisory solutions as well as an in-house team of specialists to businesses looking to expand their operations.

“Advisors today are looking for partners that understand the complexity of their business and can support where they’re going, not just where they’ve been,” Rob Sandrew, head of Mariner Independent, said in the release. “Mosaic Value Partners brings together a disciplined investment philosophy with a differentiated client engagement model, and we’re proud to support their next chapter as they build an independent firm designed for long-term growth.”

The MVP founders, Buckingham, Clark and Quigley, have previously worked with Focus Financial Partners since 2018. Earlier this month, Focus filed a trademark infringement against MVP. The lawsuit argues that the MVP name too closely resembles one of its firms, named Mosaic Family Wealth Partners, which has been operating under Focus since 2015.