Mariner Wealth Advisors said Tuesday that it acquired Walker Wealth, a firm that specializes in working with medical professionals and manages $301 million in assets.
Fullerton, California-based Walker Wealth was founded in 1997 by W. Craig Walker, its CEO and president. It will be Mariner’s 14th office in the state.
“Adding a firm of Walker Wealth’s caliber bolsters our presence in California, and deepens our bench of professionals with an expertise of serving clients in the medical community,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors.
Park Sutton Advisor served as advisor to Walker Wealth in the transaction.
Mariner, an Overland Park, Kansas, firm that advises on more than $105 billion in assets, had announced the purchase of another California firm, San Jose-based Hayes Financial, in December, and a deal for a Pittsburgh firm, Executive Wealth Counselors, in September.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
