On May 18, 2022, Mariner Wealth Advisors announced its acquisition of Emerson Wealth, LLC.
Under the terms of the agreement, Mariner Wealth Advisors (“Mariner”) acquired Emerson Wealth, LLC (“Emerson”). Emerson is assuming the Mariner name, and will continue to operate its business as usual. The acquisition was expected to close on May 31, 2022. Further terms of the deal were not disclosed.
Mariner, based in Overland Park, Kansas, is a national wealth advisory firm providing services to clients including tax advice, trust services, estate planning, investment management, risk management, and retirement plans. Mariner and its affiliates advise on over $55 billion in assets.
Emerson, based in Bloomfield Hills, Michigan, is a financial advisory firm. Emerson has approximately $612 million in assets under management.
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