On February 15, 2022, Mariner Wealth Advisors announced an agreement to acquire Arbor Wealth Management.
Under the terms of the transaction, Mariner Wealth Advisors, L.L.C. (“Mariner”) has agreed to acquire Arbor Wealth Management (“Arbor”). Arbor will assume the Mariner name upon closing, which was expected to take place on February 28. All of Arbor’s employees will join Mariner and remain in their current roles. Further terms of the deal 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.
Arbor, based in Miramar Beach, Florida is an is a fee-only registered investment advisory firm offering financial planning services to individuals and business organizations.
To read the press release: please click here.