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The company closed the year with its seventh acquisition in 2023, totaling $360 million in asset management.
Overland Park, Kansas –News Direct– Mariner
Mariner Wealth Advisors, a national wealth advisory firm, today announced the acquisition of Confluence Financial Planning, founded in Sacramento, California. The acquisition established Mariner Wealth Advisors for the first time in River City and the fifteenth in the Golden State. One of the earliest proponents of a lifelong money plan-making approach, Confluence Financial Planning has been at the forefront of guiding clients in Sacramento and beyond through nearly four decades of personalized financial strategies.
“The remarkable economic expansion of the Sacramento metro region, coupled with the good fortune of Confluence Financial Planning, made this acquisition a strategic marriage of thriving environments and proven expertise,” said Marty Bicknell, CEO and President of Mariner Wealth Advisors. “As we continue to prioritize the themes that matter most to us – delivering an unprecedented experience and optimal effects for our consumers – this collaboration promises to generate a multitude of opportunities for expansion and good fortune. »
Cynthia Meyers founded Confluence Financial Planning in 1983 to create a company that deviated from the classic world of investment-oriented financial plans. As such, Confluence’s strategy is guided through a three-pronged financial planning model, which is a top point of the consumer. service, a lifetime method of making financial plans, and a highly individualized procedure for advising its 285 clients, representing $360 million of assets under management.
“The so-called ‘Confluence’ reflects the strength of the firm, the sense of collaboration we have with our clients and the wealth of possibilities in life,” said Meyers, owner and founder of Confluence Financial Planning. “While we have long prided ourselves on our ability to serve our customers through a combination of internal and external referrals, I am confident that our customers will be as excited as we are that the confluence of those two companies will now allow us to utilize Mariner’s wide diversity of service offerings to meet every need. one of your wishes under one roof.
The agreement ended on October 16, 2023, and the transition was finalized on December 31. After closing, Confluence Financial Planning replaced its call to Mariner Wealth Advisors, retained its six partners, and proceeded with operations from the Sacramento-Mariner office. The 99th Wealth Advisors agreement nationwide.
For more information, marinerwealthadvisors. com.
At Mariner Wealth Advisors, we provide 360° recommendations designed to last. We focus on one thing: working with our clients to create a money strategy for today and beyond that is flexible enough to grow with them. The ultimate goal? By helping our clients identify what is vital to them in order to achieve their goals, we are committed to being there for whatever life throws at them. We have built our business around the desires of our customers. We start by providing resources for wealth creation plans. He then added facilities ranging from tax plans to insurance, all under one roof. This technique incorporated into wealth control is helping to simplify the lives of our clients. Founded in 2006 with $300 million in assets under advisory, Mariner Wealth Advisors and its affiliates now advise on more than $114 billion in assets as of 6/30/23.
Rémi Yuter
mariner@hotpaperlantern. com
https://www. marinerwealthadvisors. com/
See the edition on newsdirect. com: https://newsdirect. com/news/mariner-wealth-advisors-builds-on-vast-presence-in-california-with-acquisition-of-confluence-financial-planning-173190658