On June 1, 2022, Mariner Wealth Advisors announced an agreement to acquire Taylor Wealth Management Partners.
Under the terms of the transaction, Mariner Wealth Advisors, LLC (“Mariner”) will acquire Taylor Wealth Management Partners (“Taylor”). Taylor will assume the Mariner Wealth Advisors name and continue operations as before with its current team. The transaction was expected to be completed by June 30, subject to customary closing conditions. Terms of the deal were not disclosed.
Mariner, based in Overland Park, Kansas, is a privately held wealth advisory firm. Prior to the transaction, Mariner had approximately $55.4 billion in assets under management.
Taylor, based in Boston, is a registered investment adviser. As of June 16, 2022, Taylor had approximately $347.3 million in assets under management. Park Sutton Advisors acted as the exclusive financial advisor to Taylor in the transaction.
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