Mariner Wealth Advisors
Mariner Holdings, LLC is an employee-owned investment management firm based in Cincinnati, Ohio, that specializes in providing a wide range of financial services, including retirement planning, estate planning, financial planning, insurance planning, and charitable giving. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Mariner Holdings manages client-focused portfolios across equity, fixed income, and alternative investments, employing both quantitative and fundamental analysis to guide its investment strategies. The firm invests in the U.S. public equity and fixed income markets, focusing on growth and value stocks across various company sizes, as well as high-quality corporate bonds, U.S. treasuries, and municipal bonds. Additionally, it explores alternative investments such as real estate investment trusts, commodities, and high-yield bonds. Established in 1995, Mariner Holdings aims to deliver innovative, client-focused solutions that instill confidence in its clients, allowing them to concentrate on their core priorities.
Top Stages
Past deals in Asset Management
Triton Financial Group
Acquisition in 2025
Triton Financial Group is a professional services firm specializing in fee-based financial advisory services for both individuals and businesses. They offer a broad range of services, including comprehensive financial planning, investment management, college financial assistance, wealth management, support for aging parents, business succession planning, and risk management. The company prides itself on providing impartial counsel, exceptional personal service, and the convenience of a one-stop-shop for clients seeking to make informed financial decisions in both their personal and business lives.
Newport Advisory'
Acquisition in 2024
The Newport Advisory Company exists to enable the wealthy to discover, plan, invest, and safeguard their assets, in order to ensure a financial legacy for the future. In financial situations, many different pieces require juggling, making wealth management an overwhelming process. They have discovered that establishing trust between them and their clients through long-term advising relationships that showcase their characters has helped their clients find peace when aligning their values, goals, and dreams with their total financial picture. There is so much more to their process than simply financial planning and asset management.
Confluence Financial Planning
Acquisition in 2023
Confluence Financial Planning is a provider of wealth management services designed for both individuals and businesses. The firm specializes in a range of financial services, including retirement planning, tax and insurance planning, cash management, investment management, estate planning, and trust services. By leveraging a high level of expertise across complex financial specialties, Confluence Financial Planning develops customized long-term strategies tailored to the unique financial situations of its clients. This comprehensive approach aims to help clients effectively manage and grow their wealth while addressing their specific financial needs and goals.
Arbor Wealth Management
Acquisition in 2022
Arbor Wealth Management, LLC is a privately owned investment management firm based in Miramar Beach, Florida, established in 2010. The firm specializes in providing comprehensive financial services to high net worth individuals, families, charitable organizations, and corporations. Arbor Wealth Management operates as a fee-only, fiduciary registered investment advisory firm, emphasizing transparency with a flat-fee schedule for its offerings. Its services encompass investment advisory, financial planning, retirement planning, estate planning, trust services, and tax planning, aimed at assisting clients in effectively planning for their financial futures. The firm utilizes both fundamental and technical analysis in its investment strategies, ensuring a tailored approach to meet the unique needs of its clientele.
Savant Investment Group
Acquisition in 2021
Savant Investment Group is an investment advisory firm specializing in wealth management and retirement planning services. The company caters to both individual and pension clients, offering a wide range of financial guidance. Its services include private wealth management, retirement plan development, home financing and refinancing advice, tax-efficient investment strategies, private investment evaluations, asset protection solutions, and business evaluations. By providing tailored retirement planning services that adapt to changing circumstances, Savant Investment Group aims to help clients achieve their financial objectives effectively.
Vaughn Wealth
Acquisition in 2021
Vaughn Wealth is a wealth management firm based in Orlando, Florida, specializing in a comprehensive range of financial services. The company offers financial planning, estate and tax planning, retirement planning, investment management, asset allocation, insurance solutions, and risk management. By providing these services, Vaughn Wealth aims to help clients achieve financial stability and effectively manage their wealth. The firm focuses on delivering personalized strategies tailored to the unique needs of each client, ensuring a holistic approach to financial well-being.
Authent Advisors
Acquisition in 2019
Authent Advisors is a financial advisory firm that specializes in providing comprehensive financial planning and management services. The company focuses on helping individuals and corporations achieve financial independence and secure their financial future. Its offerings include investment and asset management, as well as tax preparation and consulting services. By prioritizing the unique goals of its clients, Authent Advisors aims to facilitate the attainment of their financial objectives through tailored solutions and expert guidance.
Patriot Wealth Management
Acquisition in 2018
Patriot Wealth Management, Inc. is a comprehensive financial management firm based in Houston, Texas, founded in 2004. As a registered investment adviser, it offers a range of financial services, including investment management, financial planning, and consulting tailored to the needs of individuals, high net worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm specializes in managing equity, fixed income, and balanced portfolios, focusing on investments in public markets and utilizing mutual funds and exchange-traded funds. Patriot Wealth Management employs various analytical methods, including fundamental and technical analysis, to inform its investment strategies, supplemented by external research. As of January 1, 2019, the firm operates as a subsidiary of Mariner Wealth Advisors.
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