US-based Mariner Wealth Advisors has expanded its wealth advisory team by purchasing a majority interest in New Jersey-based Housen Financial Group.
Housen Financial is an independent wealth management firm with approximately US$817 million in assets under management (AuM). It employs 13 professionals to manage a range of their clients’ financial needs.
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Through this acquisition, the total AuM of Mariner Wealth Advisors will rise to more than US$9.5 billion, while in the Northeast it will increase by US$2.4 billion.
Christopher Housen, president of Housen Financial, said: "Joining the Mariner Wealth Advisors family of companies will provide us with a deep bench of resources, including technology and support that will enhance the personalized wealth management services we offer clients throughout every stage of their lives."
Martin Bicknell, CEO of Mariner Wealth Advisors, added: "In Housen Financial Group we have found another partner who shares our commitment to providing financial advice that is based purely on the needs and interests of our clients.
"Throughout the process, we will continue to deliver the personalized advice and service that our clients nationwide have come to expect."
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