Wealth Advisory Firm Also Expands Offices in Washington, D.C.
Overland Park, Kan. –News Direct– Mariner
Mariner Prosperity Advisors, a nationwide prosperity advisory business, today announced that it is set to purchase Boston, Mass.-dependent Taylor Prosperity Administration Partners, securing its 2nd workplace in the Boston location. This acquisition is the most up-to-date in a sequence of moves to bolster its presence along the East Coast. Mariner Prosperity Advisors is also increasing in the Washington, D.C. location with the addition of new Running Director Bob Glass, who will oversee its a short while ago recognized McLean, Va. and Bethesda, Md. places of work.
“Mariner Prosperity Advisors carries on to spend in and broaden its bench of remarkable talent with the addition of Taylor Prosperity Management Partners,” claimed Marty Bicknell, CEO and president of Mariner Wealth Advisors. “The team’s collective knowledge, know-how and determination to serving customers with excellence will no doubt make them a purely natural addition to the Mariner loved ones.”
Taylor Prosperity Management Partners was founded in 2014 by Hugh Taylor and serves more than 100 client associations. With over 40 per cent of its direct advisory assets less than management stemming from multi-generational associations, the firm’s mission is to guide each individual shopper and family further together the path to economic peace of thoughts. Its advisors take a holistic, shopper-centric strategy to its money setting up, wealth administration and expenditure management offerings, with a emphasis on estate scheduling, tax exposure planning, and portfolio management such as fairness, balanced and set income portfolios.
“My 50 a long time of knowledge in this organization allows me to say confidently that this partnership is the finest up coming stage for Taylor Prosperity Administration Partners to keep on assisting its shoppers in reaching their aims and targets in speedily switching economic marketplaces,” stated Taylor, taking care of lover of Taylor Prosperity Administration Partners. “Joining Mariner Wealth Advisors will broaden opportunities, not only for our customers, but for our advisors as perfectly. We are delighted to be a part of this kind of an founded agency, particularly as Mariner Wealth Advisors’ ethos stresses ‘Client First’. We have always stated that it is the client’s income, not ours.”
Taylor Wealth Management Associates will suppose the Mariner Wealth Advisors identify on its start off date of July 1, 2022, following a June 30 closing, and will proceed functions as ahead of with its current group. This will be Mariner Wealth Advisors’ 73rd place nationwide. Park Sutton Advisors acted as the distinctive economic advisor to Taylor Wealth in the transaction.
Mariner Wealth Advisors proceeds to improve together the East Coast. In Q1, the firm employed Senior Prosperity Advisor Stephanie Anderson to help its progress out of its Bethesda, Md. area. Glass will do the job with Anderson to more the mission to better serve clientele in the larger Washington, D.C. area as Mariner Prosperity Advisors will increase its presence in the location.
To understand far more, take a look at marinerwealthadvisors.com.
At Mariner Prosperity Advisors, we offer 360° assistance built to very last. We focus on 1 thing—partnering with customers to produce a monetary strategy for now and over and above that is versatile ample to transform alongside with them. The greatest target? Helping shoppers determine what is vital so they can reach their goals—we’re committed to being right here for almost everything daily life brings their way. We’ve crafted our company close to what our customers need to have. We started by offering prosperity planning resources and then additional expert services from tax planning to insurance plan – all underneath just one roof. We feel this integrated strategy to wealth administration allows simplify our clients’ lives. Established in 2006 with $300 million in property beneath advisement (AUA), Mariner Prosperity Advisors and its affiliate marketers now advise on more than $60 billion in assets¹.
¹As of 3/31/21.