Expert Advisors in Government Prosperity Administration Products and services Will Add Around $612 Million in AUM
Overland Park, Kan. –News Immediate– Mariner
Mariner Wealth Advisors, a national prosperity advisory firm, declared right now it will purchase Bloomfield Hills, Mich.-based mostly Emerson Wealth, LLC. As Mariner Prosperity Advisors continues to extend from coastline to coastline, this acquisition additional bolsters its existence in the Midwest, securing its 2nd place of work in the larger Detroit area.
“Our workforce carries on to astound me with the degree of progress we have achieved, and it is my own mission to make certain we are partnering with organizations whose guiding concepts align with our personal,” stated Marty Bicknell, president and CEO of Mariner Wealth Advisors. “Emerson Wealth normally takes our credo of staying a folks-to start with business a single move even further in their plan of guiding with heart and toughness. These values, blended with their confirmed monitor history of results, go away me assured that this acquisition will be a mutually beneficial just one, and I seem ahead to welcoming the Emerson Prosperity workforce to the Mariner household.”
Emerson Prosperity was founded in excess of 30 several years back by Michael Emerson and advises 159 purchasers who will now profit additional from an in depth variety of providers and enterprise abilities as component of the acquisition. The firm now specializes in daily life-concentrated providers, from profession transitions and retirement readiness to multigenerational prosperity procedures and small business solutions these types of as planning, progress, succession, sale and exit consultation. Signing up for Mariner Wealth Advisors will supply Emerson Wealth consumers obtain to added progress channels and enable them to invest in advisor talent in an desirable market.
“As we continue on to increase our progress strategies, joining just one of the nation’s top prosperity advisory firms will make it possible for us to superior serve our consumers for several years to come,” stated Emerson. “Like us, Mariner Wealth Advisors is centered on supplying a exceptional shopper experience, and we’re totally aligned with their guiding concepts of customer initial, affiliate next, shareholder final.”
In addition, to even further strengthen its determination and claims built to corporations and advisors who pick out Mariner Wealth Advisors, the organization has expanded the corporate enhancement and technique workforce once once again with the addition of Jennifer Hanau as senior vice president. She will guide a team that is laser targeted on elevating the firm’s advisor changeover expertise – from the introductory conference with Mariner Prosperity Advisors by the transition and onboarding, to accelerating the assimilation system and aiding advisors prosper as part of the Mariner family members likely forward.
Emerson Wealth will think the Mariner Wealth Advisors title right after the offer closes on May perhaps 31, 2022, and it will continue on to function organization as normal with its existing staff of seven associates in position. This will be Mariner Prosperity Advisors’ third place of work in Michigan and brings its nationwide complete to 71 places of work across 32 states.
Advisor Expansion Techniques, a Phoenix primarily based administration consulting and M&A advisor, provided transaction advisory services to Emerson Prosperity.
To learn much more, visit marinerwealthadvisors.com.
About Mariner Prosperity Advisors
At Mariner Wealth Advisors, we give 360° information built to very last. We aim on 1 thing—partnering with consumers to create a money method for today and beyond that’s versatile enough to alter along with them. The final target? Encouraging customers determine what is crucial so they can accomplish their goals—we’re dedicated to staying here for almost everything lifestyle brings their way. We have crafted our company close to what our clientele want. We began by featuring prosperity scheduling resources and then extra solutions from tax preparing to insurance policy – all below one roof. We think this integrated tactic to prosperity management assists simplify our clients’ lives. Started in 2006 with $300 million in AUA, Mariner Prosperity Advisors and its affiliates now advise on around $60 billion in property.
As of 3/31/21.
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