Pennsylvania-based Firm Boasts Franchisee Advising and Multi-generational Clients
Overland Park, Kan. –News Direct– Mariner
Mariner Wealth Advisors, a national wealth advisory firm, continues to gain traction as it enters the final month of Q2 on the heels of three previous acquisitions this year. Today the firm announced it will acquire Bethlehem, Pa.-based Corbenic Partners at the end of this month. This will be Mariner Wealth Advisors’ sixth office in Pennsylvania.
“As we continue to see great success with our growth strategy, we’re always seeking out firms that will add unique value to our diverse team of advisors,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “Corbenic Partners has had great success serving its clients, and we are excited to add their expertise and capabilities of working with unique client groups to the Mariner family.”
Corbenic Partners, founded over three decades ago by Brad Griswold, manages over $1 billion in assets. With their extensive expertise in advising franchisee owners, Corbenic Partners’ unique experience, combined with Mariner Wealth Advisors’ scale and diversity, uniquely positions the firm to expand its offering on a national level. Taking a value-first approach to wealth management, Corbenic Partners ensures each client is advocated for – both personally and financially. With a mission to lead clients and families further along the path to financial peace of mind, its advisors take a holistic, future-focused approach that is aligned with Mariner Wealth Advisors’ focus on providing 360° advice designed to stand the test of time.
“Mariner Wealth Advisors, as a leader in the wealth advisory industry, offers Corbenic Partners a foundation to grow and serve both our clients and our team of advisors in the coming years,” commented Griswold, managing partner. “Partnering with a firm such as Mariner Wealth Advisors allows us the opportunity to continue our goal of being the trusted advisor for the clients and families we serve.”
Corbenic Partners will assume the Mariner Wealth Advisors name following a June 30 closing and will continue operations as before with its current team of 8 in place. This will be Mariner Wealth Advisors’ 74th location nationwide.
Advisor Growth Strategies, a Phoenix, Ariz.-based management consulting and M&A advisor, provided transaction advisory services to Corbenic Partners.
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 $60 billion in assets¹.
¹As of 3/31/21.
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