Mariner Expands National Footprint with Triple Wealth Management Firm Acquisition

Mariner Wealth Advisors has completed a strategic acquisition of three regional financial services firms—Cassady Schiller Wealth, Jenkins Wealth, and Triton Financial Group—signaling a significant expansion of its national wealth management capabilities.

The combined acquisitions represent approximately $1.087 billion in assets under advisement and align with Mariner's ambitious growth strategy. By integrating these firms, Mariner aims to strengthen its position as a comprehensive wealth management provider and work toward its goal of expanding to 5,000 advisors by 2027.

Each acquired firm brings unique strengths and specialized expertise to Mariner's portfolio. Cassady Schiller Wealth, an eight-member team with over 30 years of experience, specializes in serving high-net-worth business owners and medical professionals. Jenkins Wealth, founded in 2002, focuses on delivering financial confidence through comprehensive planning and investment strategies. Triton Financial Group, established in 1995, offers a holistic approach to wealth management integrating financial, investment, and risk management strategies.

Marty Bicknell, Mariner's CEO and president, emphasized the strategic importance of these acquisitions, highlighting the firms' alignment with Mariner's client-focused principles. The acquired firms will maintain their current teams and office locations while transitioning to the Mariner brand in the first quarter of 2025.

These acquisitions expand Mariner's nationwide presence to 124 locations, including an office in Puerto Rico. The move reflects a broader trend of consolidation in the wealth management industry, where larger firms seek to enhance service offerings and operational capabilities through strategic acquisitions.

For clients of the acquired firms, the transition promises enhanced resources and expertise while maintaining the personalized service they have come to expect. By leveraging Mariner's comprehensive suite of financial services, these firms can potentially offer more sophisticated wealth management solutions.

The transaction underscores Mariner's commitment to growth and its vision of redefining wealth management through a client-centric, integrated approach. With assets under advisement now exceeding $258 billion, Mariner continues to position itself as a significant player in the national financial services landscape.