On December 7, 2022, Mariner Wealth Advisors announced that it will acquire Hayes Financial, Inc.
Under the terms of the transaction, Mariner Wealth Advisors (“Mariner”) has agreed to purchase Hayes Financial, Inc. (“Hayes”). Hayes founder Zachary Hayes will join Mariner in connection with the transaction, as will the three associates currently working at Hayes. The transaction is expected to close December 16, 2022, subject to standard regulatory approvals. Upon completion, Hayes will operate under the Mariner name.
Mariner, based in Overland Park, Kansas, is a registered investment advisor that acts as a wealth manager, investment advisor and estate planning advisor. Mariner has over $55.4 billion in assets under management.
Hayes, based in San Jose, California, is a registered investment advisor. Hayes oversees approximately $325 million in client assets under advisement. Echelon Partners served as financial advisor to Hayes on the transaction.
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