Mariner Wealth Advisors has purchased Orlando-based Vaughn Wealth Management for an undisclosed amount.
The transaction was completed on 30 September 2021.
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Vaughn, which now operates under the Mariner brand, offers a range of services including retirement and income planning, estate planning, risk management, investments, and tax mitigation.
The firm bring over 200 clients and more than $250m assets to Mariner.
Commenting on the deal, Mariner Wealth Advisors CEO and president Marty Bicknell said: “Vaughn Wealth Management’s transparent, educational-based approach to financial planning is something that we felt strongly aligned with our own ideologies.
“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.”
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By GlobalDataThe acquisition allows Mariner to expand its footprint to Orlando as it looks to expand throughout Florida.
The Orlando office, which will be led by Vaughn Wealth Management president Kevin Taylor, marks the firm’s fourth location in the state.
Taylor said: “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.”
Mariner, which has been on an acquisition spree, added over $10bn in assets since this June.
The firm currently has s 417 advisors across its 58 offices in the US.
Last month, Mariner forged a partnership to give its financial advisers access to Riskalyze’s risk alignment and portfolio analytics platform.
