Mariner Wealth Acquires Confluence Financial Planning


January 17, 2024

On January 2, 2024, Mariner Wealth Advisors announced that it acquired Confluence Financial Planning.

Under the terms of the transaction, Mariner Wealth Advisors, L.L.C. (“Mariner”) has acquired Confluence Financial Planning (“Confluence”). The deal also saw all six Confluence associates join Mariner. 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.

Confluence, based in Sacramento, California, is a registered investment advisor that provides financial planning and investment management services. Confluence manages $360 million in client assets.

To read the press release: please click here.

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