Mariner Wealth Advisors acquires Robinson, Tigue, Sponcil Private Wealth Management


Company’s 10th acquisition in 2021 adds $ 390 million in additional assets under advice

Overland Park, Kan. –News Direct– Mariner

Mariner Wealth Advisors, a national wealth management consulting firm, today announced the acquisition of Robinson, Tigue, Sponcil Private Wealth Management (RTS). Based in Phoenix, Arizona, this will be Mariner Wealth Advisors’ second office in the Phoenix / Scottsdale metro area. This is the company’s 10th announced acquisition since the start of the year in which it added more than $ 15 billion in assets under advisory (AUA).

Marty Bicknell, CEO and Chairman, Mariner Wealth Advisors.

“We are extremely focused on sustaining our momentum and finding opportunities to expand our capabilities and grow our business,” said Marty Bicknell, CEO and President of Mariner Wealth Advisors. “RTS’s unique approach to relationship management and proven track record in providing personalized solutions to clients aligns with our core mission of client-focused wealth advice. I am delighted to begin this partnership and look forward to welcoming the RTS team to the Mariner family.

With over 20 years of experience, RTS has established a loyal base of over 280 clients with approximately $ 393 million in Assets Under Counsel (AUA). The firm’s mission is based on a strategic balance between investment planning, advanced planning and relationship management in order to help its clients ensure the continuity of wealth management. Joining Mariner Wealth Advisors will ensure sustained growth and expand its financial planning capabilities, including the deployment of fiduciary, estate and internal tax service offerings, an expanded investment offering, and corporate pension solutions. .

“With Mariner Wealth Advisors, we have found a like-minded company that practices wealth management based on understanding clients’ financial goals as well as their lifestyle and family values,” said Keith Tigue, President by RTS. “Joining Mariner Wealth Advisors will provide our employees and clients with the scale and resources of a much larger business, thereby improving the bottom line we seek to achieve. “

RTS will change its name to Mariner Wealth Advisors upon closing of the transaction on December 10, 2021. Echelon acted as RTS ‘financial advisor on the transaction.

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About Mariner Wealth Advisors

At Mariner Wealth Advisors, we offer 360 ° advice that’s built to last. We are focused on one thing: partnering with clients to create a financial strategy for today and beyond that is flexible enough to grow with them. The ultimate goal? Helping clients identify what’s important so they can achieve their goals – we’re committed to being there for whatever life throws at them. We have built our business around the needs of our customers. We started by offering wealth planning resources and then added services ranging from tax planning to insurance, all under one roof. We believe that this integrated approach to wealth management helps to simplify the lives of our clients. Founded in 2006 with $ 300 million in assets under advice (AUA), Mariner Wealth Advisors and its affiliates now advise on more than $ 50 billion in assets.

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Christian DeFazio

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