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Posted January 16, 2025
Overland Park-based Mariner Wealth Advisors has completed a triple acquisition which will add a combined $1.087 billion in assets under advisement for the firm.
Mariner announced the acquisitions of Cincinnati, Ohio-based Cassady Schiller Wealth; Englewood, Colo.-based Jenkins Wealth and Marlborough, Mass.-based Triton Financial Group, according to a Tuesday release.
All three firms will assume the Mariner name upon their operational closes in Q1 2025 and will remain in their current office locations teams.
The announcement follows Mariner’s recent acquisition of Chicago-based Cardinal Investment Advisors, increasing Mariner’s total assets to $550 billion.
Founded in 1990, Cassady Schiller Wealth specializes in wealth management, financial planning, tax planning and retirement strategies. Eight firm members are joining Mainer which will serve high-net-worth business owners, medical professionals and closely held family businesses.
“Over the past 10 years, we have experienced tremendous growth. partner at Cassady Schiller, Mike Clark, said in a release. “To take the firm to the next level for our clients and employees, we realized we needed to align with a like-minded partner, and Mariner stands out as the perfect match.”
Founded in 2002, Jenkins Wealth is a comprehensive wealth management firm. Five members of its team have joined Mariner.
“Joining Mariner will enable us to expand our offerings and continue to serve our clients with the same dedication and transparency that have always defined our approach, and I couldn’t be more thrilled about the opportunities ahead for our clients and our team,” CEO and chief investment officer at Jenkins Wealth, Brad Jenkins, said in the release.
Founded in 1995 by president Bob Gustafson, Triton Financial Group has a client-first philosophy in portfolio management, insurance planning, tax management and estate planning.
“Our clients have always and unequivocally been our top priority, and joining Mariner allows us to continue delivering the same quality of service while adding value through Mariner’s resources and expertise,” Gustafson said.