CBIZ Wealth Management Joins Mariner Wealth Advisors
Recognized by Barron's as one of the top independent investment advisors in the U.S., Mariner adds 24 to its wealth team and offices on both coasts
LEAWOOD, Kan., Jan. 3, 2011 /PRNewswire/ -- Mariner Wealth Advisors, the wealth management firm recognized by Barron's as one of the best independent investment advisors in the United States in 2010, is expanding its wealth advisor team through the acquisition of the individual wealth management firm formerly associated with CBIZ Inc., known as CBIZ Wealth Management.
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The group joining Mariner from CBIZ Wealth Management includes 24 individual wealth management consultants and professionals located in Cumberland (MD), Denver, Kansas City, Los Angeles, New York, Philadelphia, and San Diego. They joined Mariner effective January 1st, increasing the number of Mariner wealth advisors significantly and the total number of professionals in the broader Mariner family to 270. Terms of the transaction were not announced, but each of the CBIZ individual wealth management group's offices is expected to remain open and be rebranded under the Mariner name within a year.
Founded with a mission of helping individuals and families achieve financial peace of mind, Mariner Wealth Advisors quickly earned a reputation for providing financial advice that is based purely on the needs and interests of their clients. The firm's performance has resulted in recognition from Barron's, as well as a growing base of clients who want unbiased advice and proven strategies that deliver results.
Mariner Wealth Advisors CEO Martin C. Bicknell said, "We believe there is great potential for our organizations to benefit from our respective skill sets. Our excellence as wealth advisors complements this group's excellence in business services, products and solutions in accounting, employee benefits, insurance and retirement planning.
"By affiliating with Mariner Wealth Advisors, these wealth advisors will have unique access to a broader range of services and our holistic approach to long-term wealth management for family offices, businesses and high net-worth individuals. For us, adding this group helps deepen our expertise and broaden our capabilities for clients," Bicknell concluded.
About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent investment advisory firm that, with its affiliate firm, manages approximately $8 billion in assets. Its mission is to help clients and their families achieve and maintain financial peace of mind -- preserving the wealth clients have created and building a legacy for future generations of family and business leaders. Its services include:
- Multi-generational wealth planning
- Private equity and real estate opportunities
- Asset management
- Risk management
- Family office management
About CBIZ, Inc.
CBIZ, Inc., based in Cleveland, Ohio, provides professional business services and financial services including accounting and tax, internal audit, merger and acquisition advisory and valuation services. Its employee services include group benefits, property and casualty insurance, retirement plan consulting, payroll, HR consulting, and wealth management. CBIZ also provides outsourced technology staffing and support services, healthcare consulting, and medical practice management.
SOURCE Mariner Wealth Advisors
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