Mariner Wealth Advisors Continues to Expand

LEAWOOD, Kan., Nov. 30, 2011 /PRNewswire/ -- Mariner Wealth Advisors, the wealth management firm led by chief executive officer Martin C. Bicknell -- who was recognized by Barron's as a Top Ten Independent Wealth Advisor in the United States for two years in a row -- today announced the hiring of Brian O'Regan to lead the firm's nationwide growth initiative. O'Regan, a financial services industry veteran with more than two decades of experience, joins Mariner from Fidelity Investments.

"Brian has established a strong track record of building and enhancing client-focused organizations," said Bicknell. "We are thrilled that he has decided to join Mariner to help us partner with seasoned wealth advisory teams throughout the country."

The hiring of O'Regan is the latest in a series of initiatives to expand Mariner's national wealth management footprint, which began earlier this year with the acquisition of the advisory business of CBIZ Wealth Management, an individual wealth management firm formerly associated with CBIZ Inc. That acquisition extended Mariner's presence into cities such as Los Angeles, New York, Philadelphia, San Diego and Cumberland (MD).

Founded with a mission of helping individuals and families achieve financial peace of mind, Mariner Wealth Advisors has 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.

"Our goal in everything we do is to serve the best interests of our clients," offered 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 advisory teams."

* 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.

About Mariner Wealth Advisors

Mariner Wealth Advisors is an independent, national wealth advisory firm that has earned a reputation for providing unbiased financial advice focused on meeting client needs. Mariner's performance has resulted in steady growth and a national reputation as one of the top financial advisors 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 planning
• Business succession planning
• Family office services

Visit www.marinerwealthadvisors.com.

About Montage Investments

Montage Investments brings together a unique group of institutional investment managers -- each offering a distinct approach to money management that reflects many decades of professional experience and proprietary investment strategies across global asset classes. Currently managing over $8 billion for institutions and high-net worth clients, the firm's structure allows individual investment managers to retain boutique processes, talent and culture that have proven records of adding value to portfolios and meeting client objectives. Visit www.montageinvestments.com.

SOURCE Mariner Wealth Advisors

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