Mariner Acquires Goldfinch Wealth Management


April 19, 2023

On March 22, 2023, Mariner Wealth Advisors announced it acquired Goldfinch Wealth Management.

Under the terms of the transaction, Mariner Wealth Advisors, L.L.C. (“Mariner”) has acquired Goldfinch Wealth Management (“Goldfinch”). Goldfinch will continue to operate under the leadership of managing partner Roy Janes, and, as of March 17, has assumed the Mariner name. Further terms were not disclosed.  

Mariner, based in Overland Park, Kansas, is a registered investment adviser providing a wide array of services to clients, including tax advising, trust services, estate planning, investment management, and risk management. Mariner has over $105 billion in assets under management.

Goldfinch, based in Greenville, South Carolina, provides a range of investment, tax, estate and other services to individuals and businesses. Goldfinch has approximately $221million in client assets under administration.

To read the press release: please click here.

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