Mariner Acquires Cascadia

INVESTMENT MANAGEMENT DEALS BLOG

January 14, 2022

On December 15, 2021, Mariner Wealth Advisors, LLC announced its acquisition of Cascadia Advisory Services, LLC.

Under the terms of the agreement, Mariner Wealth Advisors, LLC (“Mariner”) acquired Cascadia Advisory Services, LLC (“Cascadia”). Cascadia’s two affiliate firms, Adler Mechals Group and Vivid Wealth, also joined Mariner through the acquisition. Upon the acquisition’s closing on December 31, 2021, Cascadia assumed the Mariner name. Further terms of the deal were not disclosed.

Mariner, based in Overland Park, Kansas, is a national wealth advisory firm providing a wide array of services to clients, including tax advice, trust services, estate planning, investment management, risk management, and retirement plans. Mariner and its affiliates advise on approximately $55 billion in assets.

Cascadia, based in Portland, Oregon, is a financial advisory firm. Cascadia manages approximately $277 million in assets.

To read the press release: please click here.