On August 2, 2022, Mariner Wealth Advisors announced that it had acquired Heber Fuger Wendin Investment Advisors.
Under the terms of the transaction, Mariner Wealth Advisors, L.L.C. (“Mariner”) has acquired Heber Fuger Wendin Investment Advisors (“HFW”). HFW assumed the Mariner name upon closing, which took place on July 31. All of HFW’s employees will join Mariner and remain in their current roles. Further terms were not disclosed.
Mariner, based in Overland Park, Kansas, is a registered investment adviser providing a wide array of services to clients, including tax advice, trust services, estate planning, investment management, risk management, and retirement plans.
HFW, based in Bloomfield Hills, Michigan is a registered investment advisor with $8.6 billion in assets under management. Echelon Partners advised HFW on the transaction.
To read the press release, please click here.