Deals & People
Mariner Wealth Advisors Expands Team
<span>Mariner Wealth Advisors has acquired the CBIZ Wealth Management team, formerly a part of CBIZ Inc., effective January 1. </span>
Reported by Nicole Bliman
The CBIZ Wealth Management team includes 24 individual wealth management consultants and professionals located in Cumberland, Maryland; Denver; Kansas City; Los Angeles; New York; Philadelphia; and San Diego. According to a press release, these CBIZ locations are expected to remain open and be rebranded under the Mariner name within a year.
“By affiliating with Mariner Wealth Advisors, these wealth advisers will have unique access to a broader range of services and our holistic approach to long-term wealth management for family offices, businesses and high net-worth individuals. For us, adding this group helps deepen our expertise and broaden our capabilities for clients,” Mariner Wealth Advisors CEO Martin C. Bicknell said.