Mariner Wealth Advisors continues its lively acquisition technique with the announcement of its fourth deal in 2022. The agency is buying Bethlehem, Pa.–based mostly Corbenic Companions on the finish of the month, creating its sixth workplace within the state.
“Mariner Wealth Advisors has made 19 acquisitions within the final 12 months, and we’re persevering with to push towards our objective of including 100 advisors in 2022 with no plans to decelerate," mentioned Mariner President and CEO Marty Bicknell. "In evaluating companies, we’re centered much less on geography and extra on expertise and partnering with the appropriate advisors. Key areas of focus are if the agency has skilled and developed expertise past the founder, and if we might help them develop personally and professionally. Most significantly, and I can’t stress this sufficient, considered one of our high issues is guaranteeing they're a match culturally.”
Based greater than three a long time in the past by Managing Associate Brad Griswold, Corbenic oversees greater than $1 billion in belongings and boasts “intensive expertise” in advising franchisee homeowners, in addition to a holistic and “value-first” strategy to shopper service. The agency will assume the Mariner title following a June 30 closing and proceed working with its present staff of eight.
This can be Mariner's 74th location nationwide, following three different 2022 acquisitions—Arbor Wealth Administration, Emerson Wealth and Taylor Wealth Administration Companions—and the opening of a brand new workplace in McLean, Va.
Based in 2006 with $300 million in belongings below advisement, Mariner Wealth Advisors and its associates now advise on greater than $60 billion in belongings. It's among the many quickest rising RIAs within the nation.
Advisor Progress Methods, a Phoenix-based administration consulting and M&A advisor, offered transaction advisory companies to Corbenic Companions.