Mariner Wealth Advisers has acquired Sacramento-based Confluence Financial Planning. The acquisition established Mariner Wealth Advisors’ first office in Sacramento and 15th in California.
“The remarkable economic growth in the greater Sacramento region, coupled with the success of Confluence Financial Planning, made this acquisition a strategic union of thriving environments and proven expertise,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “As we continue to prioritize what matters most to us — delivering an unparalleled experience and optimal outcomes for our clients — this collaboration promises to bring forth a wealth of opportunities for growth and success.”
Confluence Financial Planning was founded in 1983. It advises 285 clients, who represent $360 million in assets under management. Confluence Financial Planning assumed the Mariner Wealth Advisors name, retaining its six associates and continuing its operations