Mariner Wealth Advisors Adds Paul Lutz to Team
Award-winning wealth advisor further deepens Mariner's Kansas City roots
LEAWOOD, Kan., Aug. 16, 2012 /PRNewswire/ -- Mariner Wealth Advisors, the wealth management firm led by chief executive officer Martin C. Bicknell – ranked nationally as a Top Ten Independent Financial Advisor by Barron's – today announced that Paul Lutz has joined the Mariner family from HSMC Wealth Management in Lee's Summit, Missouri.
"Paul has established a strong track record of delivering outstanding service and innovative solutions to help his clients achieve their personal goals," said Bicknell. "In fact, Paul was recently named a Five-Star, Best in Clients' Satisfaction Wealth Manager, so I am confident that Paul will be an excellent addition to our firm, both in terms of his qualifications and experience, and more importantly, in terms of his values and commitment."
Today's announcement is the latest in a series of initiatives to expand Mariner's national wealth management footprint, which began last year with the acquisition of the advisory business of CBIZ Wealth Management and continued this year with the acquisition of Adams Hall Wealth Advisors and Orizon Investment Counsel. Those acquisitions extended Mariner's presence into cities such as Los Angeles, New York, Chicago, Philadelphia, San Diego, Cumberland (MD), Tulsa, Dallas and Omaha.
Founded with a mission of helping individuals and families achieve financial peace of mind, Mariner Wealth Advisors provides financial advice that is based purely on the needs and interests of its clients. The firm's performance has resulted in a growing base of clients who desire unbiased advice and proven strategies that deliver results.
"Our goal in everything we do is to serve the best interests of our clients," said Bicknell. "Increasingly, our clients are located throughout the United States, and they need to interact face-to-face with our wealth management teams. It is because of this client-driven need that we are looking to selectively add experienced wealth advisors and wealth advisory teams."
About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner's performance has resulted in steady growth and recognition as one of the top financial advisory firms in the industry.
Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm's services include:
- Wealth transfer
- Risk management
- Philanthropy
- Investment advisory services
- Executive compensation and benefits planning
- Business succession planning
- Family office services
- Insurance consulting
Visit www.marinerwealthadvisors.com
The Barron's recognitions are based upon information compiled using data for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm.
SOURCE Mariner Wealth Advisors
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