Strategy

Mariner Wealth Advisors Partners With Denver-Based Financial Services Firm

Robbie Lawther Reporter November 27, 2017

Mariner Wealth Advisors Partners With Denver-Based Financial Services Firm

This partnership is part of Mariner Wealth's growth strategy, as it looks to make agreements with other wealth management firms across the US.

US wealth manager Mariner Wealth Advisors has partnered with Denver-based financial services firm Kummer Financial Strategies.

The partnership with Mariner Wealth Advisors will provide KFS's professionals with support in several areas, including risk management, trust and estate planning, tax planning, retirement plan services, investment banking, valuation advisory and forensic accounting, the firms said in a statement.

The partnership with Kummer Financial Strategies is part of Mariner Wealth Advisors' aggressive growth strategy across the US. Over the next 24 to 36 months, the firm will look to partner with wealth firms that share its “client-first service philosophy”.

The firm has also continued to grow organically with the recent expansion of its Omaha, Nebraska-based team.

The financial terms of the agreement were not disclosed.

"This partnership will allow us to expand our services to clients and better equip them to accomplish their long-term goals," said Patricia Kummer, founder and president of Kummer Financial Strategies. "Because Mariner Wealth Advisors handles all back-office functions, our professionals will be able to truly focus on what they're best at – providing personalized advice to help clients realize their dreams for the future."

"Patricia and her team are talented wealth professionals who provide exceptional client service. We look forward to supporting them with a wide range of innovative resources to help grow their business and expand the services available to clients,” Said Marty Bicknell, chief executive officer of Mariner Wealth Advisors.

Mariner Wealth Advisors, which is headquartered in Leawood, Kansas, has 20 office locations with clients in 50 states across the US. 

 

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