CALL US: 800-384-1756 NOVEMBER 18, 2021 Mariner Wealth Advisors to Acquire Savant Investment Group, LLC Firm to Add Approximately $770 Million in AUA on the Heels of Active Summer Growth Overland Park, Kan. – Nov. 18, 2021 – Mariner Wealth Advisors, a national... Read Press Release MORE NEWS All News Items | Articles | Press Releases OCTOBER 21, 2021 Mariner Wealth Advisors Acquires Barley Mill Asset Management Acquisition Adds Approximately $700 Million in Assets Under Advisement Overland Park, Kan. – October 21, 2021 – Mariner Wealth Advisors, a national wealth advisory firm headquartered in Kansas... Read Press Release OCTOBER 6, 2021 Mariner Wealth Advisors Acquires Vaughn Wealth Management Orlando is a Strategic, New Location as the Firm Continues to Expand Throughout Florida Overland Park, Kan. – October 6, 2021 – Mariner Wealth Advisors, a national wealth... Read Press Release SEPTEMBER 23, 2021 Mariner Wealth Advisors Makes Sixth Acquisition to Close Out Summer of Deals Firm adds approximately $2.7 billion in assets under advisement with the acquisition of FCG Advisors Overland Park, Kan. – September 23, 2021 – Mariner Wealth Advisors, a national... Read Press Release SEPTEMBER 9, 2021 Mariner Wealth Advisors Acquires The Pinnacle Group Firm adds over $600 million in assets under management with the acquisition of the Cincinnati firm Overland Park, Kan. – Sept. 9, 2021 – Mariner Wealth Advisors, a... Read Press Release AUGUST 11, 2021 Mariner Wealth Advisors to Acquire Commonwealth Advisory Group Wealth advisory firm continues rapid growth with its fourth announced acquisition of the summer Overland Park, Kan. – August 11, 2021 – Mariner Wealth Advisors, a national wealth... Read Press Release JULY 28, 2021 Mariner Wealth Advisors to Acquire Channel Islands Group Firm continues year of growth and expands presence in California with acquisition Overland Park, Kan. – July 28, 2021 – Mariner Wealth Advisors, a national wealth advisory firm,... Read Press Release JULY 20, 2021 Marty Bicknell and Steve Lockshin Join Forces as Leonard Green & Partners Invests in Mariner Wealth Advisors Leading independent advisory firms Mariner Wealth Advisors and AdvicePeriod announce strategic merger to build a dominant client-centric, technology-enabled, fiduciary service provider of the future. Overland Park, Kan .–... Read Press Release JULY 8, 2021 Mariner Wealth Advisors to Acquire Allegiant Private Advisors Acquisition adds nearly $1 billion in assets under management to firm Overland Park, Kan. – July 8, 2021 – Mariner Wealth Advisors, a national wealth advisory firm, today... Read Press Release MAY 24, 2021 Retire In Style With Lessons From A $4 Billion Advisor To The Rich Valerie Newell, principal and senior wealth advisor, discusses with Investor’s Business Daily how many of her clients have used the pandemic as a time to reprioritize and realize what is most important. Read Article APRIL 15, 2021 The Big Q: What Is the Lasting Impact of Bernie Madoff? In this Barron’s article, Valerie Newell, principal and senior wealth advisor, shares her thoughts on the lasting impact that Bernie Madoff made on the financial industry. Read Article APRIL 12, 2021 How Advisors Are Advising On, and Coping With, Cryptocurrencies In November, Mariner Wealth Advisors became the largest independent registered investment advisor to offer access to, and advise on, Bitcoin. Read Article MARCH 15, 2021 It May Be Time to Start Worrying About the Estate Tax Most people have been able to pass on assets like a family home without federal tax, but that could be changing. Read Article FEBRUARY 23, 2021 Mariner Wealth Advisors Establishes Corporate Development Team Team to execute national growth strategies, including lift-outs, recruiting and acquisitions Overland Park, Kan. – February 23, 2021 – Mariner Wealth Advisors, the wealth advisory firm nationally ranked... Read Press Release FEBRUARY 22, 2021 Athletes Unlimited Inks Gatorade Deal Ahead of Inaugural Volleyball Season Mariner Wealth Advisors extends its partnership with Athletes Unlimited ahead of the inaugural volleyball season. Read Article FEBRUARY 16, 2021 Ten Advisors Named to Forbes’ Best-in-State Wealth Advisor List Rankings reflect Mariner Wealth Advisors high-caliber associates delivering on client-first mission Overland Park, Kan. – February 16, 2021 – Mariner Wealth Advisors landed ten of its advisors on... Read Press Release FEBRUARY 9, 2021 What To Do With That Super Bowl Bonus? This Wealth Advisor To NFL Players Has Ideas Justin McCarthy discusses the unique financial planning components for athletes, but also the importance of being a trusted advisor and building solid relationships with clients. Read Article JANUARY 11, 2021 Vaccine Rollout Will go a Long Way in its Impact on Investing, Consumer Sentiment: Expert Jana Shoulders joins Yahoo! Finance to discuss market action and outlook. Read Article DECEMBER 2, 2020 Mariner Wealth Advisors Opens 42nd Office in Salt Lake City The firm is committed to expanding its services nationally Overland Park, Kan. – Dec. 2, 2020 – Mariner Wealth Advisors, a national wealth advisory firm headquartered in Kansas... Read Press Release DECEMBER 1, 2020 Even In Retirement, You Need a Plan Brian Leitner, head of wealth management and chief practice management officer, shares why planning for the non-financial aspect of retirement is equally as important as planning for the financial aspect. Read Article OCTOBER 27, 2020 Mariner Wealth Advisors Expands CPA Alliance Program To meet growing demand from the CPA community, the firm has added two new advisors Overland Park, Kan. – Oct. 27, 2020 – Mariner Wealth Advisors, a national... Read Press Release OCTOBER 13, 2020 Mariner Wealth Advisors Ranked as the 14th Largest Financial Advisory Firm in Louisville Area The firm has reached this ranking under the leadership of managing director Pamela Thompson Overland Park, Kan. – Oct. 13, 2020 – Mariner Wealth Advisors, a national wealth... Read Press Release SEPTEMBER 14, 2020 NFL Players Look to Stock Market After Opting Out of 2020 Season Justin McCarthy joins Yahoo! Finance to discuss the financial implications for the NFL athletes who have opted out of the 2020 football season. Read Article AUGUST 20, 2020 We Tend to Think That the Market and Investors are more Comfortable if they Think Neither Party can be a Sweep: Wealth Advisor Jana Shoulders, managing director, joins Yahoo! Finance On the Move to discuss her take on how the 2020 presidential election may impact the markets. Read Article JULY 30, 2020 Mariner Wealth Advisors’ Keith Plywaczynski and Justin Richter Ranked Among Forbes’ 2020 Top Next-Gen Wealth Advisors List Plywaczynski and Richter serve as role models, guiding the future of the wealth management industry Overland Park, Kan. – July 30, 2020 – Mariner Wealth Advisors, national wealth... Read Press Release JULY 21, 2020 Mariner Wealth Advisors’ Valerie Newell and Jana Shoulders Ranked Among Barron’s 2020 Top 100 Women Financial Advisors Newell maintains her ranking among the top four and Shoulders climbs the list from 2019 . Overland Park, Kan. – July 21, 2020 – Mariner Wealth Advisors, national... Read Press Release JULY 20, 2020 Make a Plan to Repay Your Borrowed 401(k) Money Leona Edwards, wealth advisor, shares tips for those who have borrowed 401(k) money, with things to consider when thinking through your payoff strategy. Read Article JULY 15, 2020 Economic Impact on Retirement Patricia Kummer, managing director, discusses the economic shutdown due to COVID-19 and the related stock market volatility. Read Article JUNE 26, 2020 8 Rules for Investing In Your 20s You Can’t Ignore Andy Garrison shares his tips for investing in your 20s in this U.S. News article. Read Article JUNE 17, 2020 2020 Women Who Mean Business Honorees Katrina Scott, chief investment officer, was named a member of the Women Who Mean Business Class of 2020 by the Kansas City Business Journal. Read Article JUNE 16, 2020 The ‘New Normal’ Just Might Become Old Hat Patricia Kummer, managing director, shares what the ‘new normal’ means for investors, discussing what could be temporary and what is likely to last indefinitely. Read Article MAY 27, 2020 Meet the 2020 CFO of the Year Honorees Jeff Poe, chief financial officer of Mariner Wealth Advisors, was named as a CFO of the Year honoree by the Kansas City Business Journal. Read Article MAY 20, 2020 Fight or Flight — or Better, Stick to the Plan Patricia Kummer, managing director, talks through the current state of the economy and how it has left many people overwhelmed. Read Article APRIL 14, 2020 The Ongoing Economic Impact of COVID-19 Patricia Kummer, managing director, weighs in on how the pandemic has touched the entire world and the significant changes to the way we will do business going forward. Read Article MARCH 18, 2020 Let’s Take a Look at the ‘Wall of Worry’ Patricia Kummer, managing director, discusses how the first quarter turned out for investors and issues that were very worrisome that have now passed. Read Article MARCH 3, 2020 Mariner Wealth Advisors Acquires Assets of Wealth Health, LLC Acquisition expands nationwide presence and complements holistic wealth management capabilities Overland Park, Kan. – March 3, 2020 – Mariner Wealth Advisors, the wealth advisory firm nationally ranked... Read Press Release FEBRUARY 19, 2020 Holidays Are Over — It’s Tax Season Patricia Kummer, managing director, shares information on filing your tax return and how to potentially get all the benefits of the lowest tax liability possible. Read Article 1 2 … 7 Next Discover how we can help you achieve your goals. Thanks for wanting to learn more about how we’ll partner with you. Complete this form, and we’ll share our 360° approach to wealth management or find a location near you. Name Email Phone Are You A: Are You A: Client Prospective Client Advisor/Investment Representative Other Message CAPTCHA Contact Us Mariner Wealth Advisors NewsroomPrivacyCookie PolicyCCPAForm CRSForm ADVLegalFor AdvisorsContact Our Team © 2021 Mariner Wealth Advisors Subscribe to Our Newsletter Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles. Untitled Untitled Untitled This website stores cookies on your computer. 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