On September 20, 2022, Mariner Wealth Advisors LLC announced an agreement to acquire Executive Wealth Counselors, LLC.
Under the terms of the transaction, Mariner Wealth Advisors, LLC (“Mariner”) has acquired Executive Wealth Counselors LLC (“Executive”). Executive will assume Mariner’s name as part of the deal and continue to operate out of their current offices. The deal was expected to close on September 30, 2022.
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.
Executive, based in Pittsburgh, Pennsylvania, is a financial planner specializing in investment and portfolio management. The firm has $256 million in assets under management as of September 20, 2022.
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