Mariner Wealth Advisors Welcomes RR Advisory Group
New partnership will provide clients with access to enhanced wealth management services, technology and resources
LEAWOOD, Kan., Dec. 2, 2013 /PRNewswire/ -- Mariner Wealth Advisors, an independent wealth advisory firm nationally ranked #2 on Barron's 2013 list of Top Independent Financial Advisors, today announced that New York City-based firm RR Advisory Group, LLC, has joined the Mariner family of companies. The partnership will provide RR Advisory Group's clients with access to enhanced wealth management services, technology and resources.*
With approximately $780 million in assets under advisement, RR Advisory Group is an independent wealth management firm with a staff of 20 professionals who take an integrated approach to managing a wide range of clients' financial needs. Both RR Advisory Group and Mariner Wealth Advisors share a common focus on ensuring that all facets of a client's wealth and well-being are cared for by a team of highly qualified wealth professionals.
According to Martin C. Bicknell, chief executive officer of Mariner Wealth Advisors, "RR Advisory Group shares Mariner's commitment to helping clients achieve their personal financial goals first and foremost. RR's professionals are among the best in the industry, and I look forward to supporting them with additional resources, personnel and technology so they can continue to provide exceptional service to clients both today and long into the future."
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 partnership with RR Advisory Group is one of several initiatives Mariner has undertaken in recent months to further its goal of delivering industry-leading services to clients when and where they need them. Mariner also recently launched Mariner Trust Company, which supports the firm's clients with a wide range of trust and estate planning solutions.
"I am looking forward to the opportunities this new relationship brings to our firm, our associates and, most importantly, our clients," said Richard A. Rosenberg, CPA, CFP® and managing partner of RR Advisory Group. "By joining the Mariner Wealth Advisors family of companies, we will be in a position to provide additional resources and support to our clients – furthering our mission of offering a wide range of services to address each client's evolving life goals."
Managing partner Rosario J. Ruffino, CPA, CFP® agreed, "This new relationship with Mariner will enable our advisors to devote even more time to managing client relationships. It will also further enhance our ability to tailor solutions to meet each client's individual needs. Most importantly, RR Advisory Group's management team and advisors will continue to direct day-to-day operations of the firm and will continue to be headquartered in New York City. This will give our clients the best of both worlds."
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 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.
Visit www.marinerwealthadvisors.com.
About RR Advisory Group
RR Advisory Group takes an integrated approach to managing a full array of financial needs to help ensure all facets of a client's wealth and well-being are moving in the right direction. The firm offers a wide range of services, including financial planning, investment advice, tax strategies, insurance and risk management. RR Advisory Group understands that a client's financial objectives are dynamic, and its experienced professionals work together to provide relevant solutions to meet each client's personal and ever-changing needs.
Visit www.rrgrp.com.
* Barron's has ranked Martin C. Bicknell and the teams at Mariner among the top independent financial advisors nationally for the past few years. 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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