Mariner, a national financial services firm, has acquired Cincinnati-based Cassady Schiller Wealth, Englewood, Colo.-based Jenkins Wealth and Marlborough, Mass.-based Triton Financial Group.
The acquisitions comprise a total of $1.087 billion in assets under advisement and contribute to Mariner’s national growth strategy and goal of reaching 5,000 advisers by 2027.
Cassady Schiller Wealth is a comprehensive financial services firm specializing in wealth management, financial planning, tax planning and retirement strategies. The eight-member team has more than three decades of experience serving high-net-worth and ultra-high-net-worth business owners, medical professionals and closely held family businesses.
Jenkins Wealth was founded in 2002 to help investors achieve financial confidence by offering them comprehensive financial planning and investment strategies that seek to deliver satisfying returns with less volatility. The firm is guided by its mission to