On February 21, 2023, Mariner Wealth Advisors announced the acquisition of Walker Wealth.
Under the terms of the transaction, Mariner Wealth Advisors, L.L.C. (“Mariner”) has acquired Walker Wealth. The Walker Wealth leadership team will remain in place. The transaction was completed on March 1, 2023. 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 advising, trust services, estate planning, investment management, and risk management.
Walker Wealth, based in Fullerton, California provides a range of retirement planning, estate planning, and investment consulting. Walker Wealth has $301 million in assets under advisement. Park Sutton Advisors, a Waller Helms Company, acted as the exclusive financial advisor to Walker Wealth in the transaction.
To read the press release: please click here.