On December 1, 2021, Mariner Wealth Advisors, L.L.C. announced that it will acquire Robinson, Tigue, Sponcil Private Wealth Management.
Under the terms of the transaction, Mariner Wealth Advisors, L.L.C. (“Mariner”) will acquire Robinson, Tigue, Sponcil Private Wealth Management (“RTS”). RTS will assume the Mariner name upon closing, which was expected to take place on December 10, 2021. 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.
RTS, based in Phoenix, Arizona, is an investment adviser providing trust services, estate planning, tax planning and preparation, and retirement plan solutions for businesses. RTS has approximately $393 in assets under advisement. Echelon served as the financial advisor to RTS on the transaction.
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