Mariner Wealth Advisors Expands National Footprint with Triple Acquisition
TL;DR
Mariner's acquisitions of Cassady Schiller Wealth, Jenkins Wealth, and Triton Financial Group total $1.087 billion in assets, boosting its growth strategy.
Cassady Schiller specializes in wealth management, Jenkins Wealth offers financial planning, and Triton Financial emphasizes client-first wealth management.
Mariner's partnerships with these firms aim to redefine wealth management and deliver exceptional client-focused services, prioritizing trust and integrity.
Founded by a god of the sea, Triton Financial Group's unique three-pronged approach integrates financial planning, investment management, and risk management for clients.
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Mariner Wealth Advisors has completed strategic acquisitions of Cassady Schiller Wealth, Jenkins Wealth, and Triton Financial Group, a move that significantly expands its national presence and asset management capabilities. The three firms, located in Cincinnati, Englewood, and Marlborough, collectively bring approximately $1.087 billion in assets under advisement to Mariner.
The acquisitions align with Mariner's ambitious growth strategy, which aims to increase its advisor network to 5,000 by 2027. Each acquired firm brings unique strengths and a commitment to client-focused financial services that complement Mariner's existing operations.
Cassady Schiller Wealth, an eight-member team with over 30 years of experience, specializes in serving high-net-worth business owners and medical professionals. Jenkins Wealth, founded in 2002, focuses on delivering comprehensive financial planning with an emphasis on stable investment strategies. Triton Financial Group, established in 1995, offers expertise in portfolio management, insurance planning, and estate planning.
Marty Bicknell, CEO and president of Mariner, emphasized the strategic importance of these acquisitions, noting that the new partners embody the principles of client service that define the company. The acquired firms will maintain their current teams and office locations while transitioning to the Mariner name in the first quarter of 2025.
These acquisitions represent more than a simple business expansion. They reflect a broader trend in the wealth management industry toward consolidation and the creation of more comprehensive, technology-enabled financial service platforms that can offer clients more sophisticated and integrated financial solutions.
With these additions, Mariner now operates 124 locations nationwide, including an office in Puerto Rico, and advises on over $258 billion in assets. The strategic growth positions Mariner as a significant player in the evolving wealth management landscape.
Curated from News Direct
