Mariner Wealth Advisors, a national wealth advisory firm, announced today that it has acquired Orlando-based Vaughn Wealth Management. The firm has experienced an active summer of growth, adding approximately $10 billion in assets under advisement (AUA) since June. Orlando is a strategic, new location for Mariner Wealth Advisors as it continues to expand throughout Florida.
“Vaughn Wealth Management’s transparent, educational-based approach to financial planning is something that we felt strongly aligned with our own ideologies,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “As we continue to expand our business during this monumental year of growth for Mariner Wealth Advisors, it’s crucial that we partner with like-minded firms. In addition, this acquisition allows us to expand our services to a new region of Florida, giving us a physical presence to better serve existing and new clients.”
Vaughn Wealth Management has been in business for 40 years, serving over 200 clients with $250 million in AUA. The team boasts a solutions-driven approach to preparing clients for retirement that centers on financial planning and bringing predictability to the often-unpredictable landscape. Their services range from retirement and income planning to tax mitigation and estate planning, risk management and investments. Their continued growth is a result of fruitful and long-term client relationships.
“We pride ourselves on the reputation we’ve built with our clients, and we’re excited to be able to introduce to them the additional services being part of Mariner Wealth Advisors allows us to provide as part of our holistic planning,” said Kevin Taylor, president of Vaughn Wealth Management.
Vaughn Wealth Management assumed Mariner Wealth Advisors’ name when the deal closed on September 30. The Orlando office, the fourth in Florida for Mariner Wealth Advisors, continues to operate under Taylor’s leadership. Mariner Wealth Advisors currently has 417 advisors across 58 offices.
About Mariner Wealth Advisors
At Mariner Wealth Advisors, we provide 360° advice designed to last. We focus on one thing—partnering with clients to create a financial strategy for today and beyond that’s flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they can achieve their goals—we’re committed to being here for everything life brings their way. We’ve built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Founded in 2006 with $300 million in assets under advisement (AUA), Mariner Wealth Advisors has grown to nearly $46 billion AUA as of June 30, 2021.
View source version on newsdirect.com: https://newsdirect.com/news/mariner-wealth-advisors-acquires-vaughn-wealth-management-274226729
© 2021 News Direct Corp. All rights reserved.