Mariner to Acquire Baystate


November 15, 2023

On November 10, 2023, Mariner Wealth Advisors announced the acquisition of Baystate Wealth Management.

Under the terms of the transaction, Mariner Wealth Advisors, LLC (“Mariner”) will acquire Baystate Wealth Management (“Baystate”). Further terms of the deal were not disclosed.

Mariner, headquartered in Overland Park, Kansas, is a national wealth advisory firm providing tax advice, trust services, estate planning, investing management, risk management, and retirement plans. As of November 2023, Mariner had $65 billion in assets under management.

Baystate, headquartered in Boston, is an independent investment advisory firm that builds customized portfolios for high-net-worth clients, family businesses, corporations, trusts, and professional athletes. As of November 2023, Baystate had $1.5 billion in assets under management.

To read the press release: please click here.


The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.