Mariner Wealth Advisors Adds $950M California RIA

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“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,” according to Marty Bicknell, Mariner CEO and president.

Viewpoint assumed the Mariner name when the deal closed on Dec. 30. Benjamin Wong, Viewpoint’s founder and principal, will continue to oversee its two offices as managing director and senior wealth advisor, and all 15 Viewpoint associates will remain in their current positions.

Viewpoint has 39 years of experience bringing clients holistic financial planning and wealth management services. Joining Mariner will enable Viewpoint to expand capabilities, including tax and estate implementation services, trust and insurance services and retirement solutions for businesses, Mariner said.

(Pictured: Marty Bicknell, CEO and president of Mariner Wealth Advisor)

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