On June 14, 2022, Mariner Wealth Advisors announced that it will acquire Corbenic Partners.
Under the terms of the agreement, Mariner Wealth Advisers (“Mariner”) will acquire Corbenic Partners (“Corbenic”). Corbenic will assume the Mariner name and its eight-person team will continue operations as before. The transaction was expected to close on June 30, 2022. Further terms of the deal were not disclosed.
Mariner, headquartered 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 $60 billion in assets.
Corbenic, based in Bethlehem, Pennsylvania, is a financial advisory firm that specializes in advising franchisee owners. Corbenic manages approximately $1 billion in assets.
To read the press release, please click here.