Acquisition Marks the Firm’s 14th Deal in Six Months, Adding Approximately $950 Million in AUA
Overland Park, Kan. –News Direct– Mariner
Mariner Wealth Advisors, a national wealth advisory firm, today announced the acquisition of California-based Viewpoint Financial Network, its 14th deal to close in 2021. The firm embarked on an aggressive growth strategy in July of last year following a minority stake acquisition by private equity firm Leonard Green & Partners, adding nearly $13 billion in assets under advisement (AUA) throughout the last two quarters. The deal with Viewpoint Financial Network adds to Mariner Wealth Advisors’ fast-growing national footprint with an office in the Los Angeles metropolitan area and another office in the San Francisco Bay Area.
“As we kick off 2022, I’m grateful for the tireless work of our associates and continued loyalty from our clients, which made this past year of unprecedented growth possible,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “It’s a privilege to welcome the talented Viewpoint Financial Network team to our family.”
Viewpoint Financial Network has 39 years of experience bringing clients holistic financial planning and wealth management services, overseeing approximately $950 million in AUA. Its dedicated team boasts a wide-ranging background of expertise from investment, retirement, and divorce services to estate and tax planning. Joining Mariner Wealth Advisors will enable it to expand capabilities, including tax and estate implementation services, trust and insurance services, retirement solutions for businesses, and more.
“We’ve always been focused on putting the clients’ needs at the forefront of our decisions,” said Benjamin Wong, founder and principal of Viewpoint Financial Network. “Mariner Wealth Advisors also follows a client-first mission. Not only do they put their clients first, but they also share our values of integrity and offering world-class service, and joining their team is the right step in continuing to serve our clients for generations to come.”
Viewpoint Financial Network assumed the Mariner Wealth Advisors name when the deal closed on Dec. 30, 2021. These are Mariner Wealth Advisors’ eighth and ninth offices in California, bringing its nationwide tally to 67 offices across 31 states. Wong will continue to oversee the two offices as managing director and senior wealth advisor, and all 15 associates with Viewpoint Financial Network will continue in their current positions.
To learn more, visit marinerwealthadvisors.com.
At Mariner Wealth Advisors, we provide 360° advice designed to last. We focus on one thing—partnering with clients to create a financial strategy for today and beyond that’s flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they can achieve their goals—we’re committed to being here for everything life brings their way. We’ve built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Founded in 2006 with $300 million in assets under advisement (AUA), Mariner Wealth Advisors and its affiliates now advise on over $56 billion in assets.
View source version on newsdirect.com: https://newsdirect.com/news/mariner-wealth-advisors-acquires-viewpoint-financial-network-443341586