Mariner Wealth Advisors to Acquire Arbor Wealth Management

–News Direct–

Mariner Wealth Advisors, a national wealth advisory firm, today announced it will acquire Miramar Beach, Fla.-based Arbor Wealth Management, marking its first deal of the new year. After closing 14 acquisitions in 2021, the deal with Arbor Wealth Management continues to scale Mariner Wealth Advisors’ operations across the U.S. while expanding its presence in the southeast. This is now the firm's fifth office in Florida and first in the Destin area.

“Arbor Wealth’s proven track record of growth and stellar group of advisors make the team an ideal fit to integrate into our fast-growing, close-knit culture,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “I’m excited to welcome this next generation of leaders and advisors to the Mariner Wealth Advisors family.”

Arbor Wealth Management was founded in 2010 by Margaret McDowell; with sons Patrick and Andrew McDowell joining shortly thereafter, the firm has grown more than 2,000 percent since its inception. The McDowells’ family values translate directly to their business, taking an honest, client-first approach to their offerings of wealth management, financial planning, and asset management. Arbor Wealth advises 430 clients who will now benefit further from a larger suite of wealth management services as part of the acquisition. Arbor Wealth’s team of young and entrepreneurial advisors, paired with its growth trajectory, will fold into Mariner Wealth Advisors’ accelerated expansion while investing in the next generation of advisors.

“I’m proud of the remarkable accomplishments, growth and reputation we have built among our clients and broader wealth advisory community,” said Patrick McDowell, Wealth Manager at Arbor Wealth Management. “We place a strong emphasis on respect, empathy, and community and know that Mariner Wealth Advisors shares those same values on which we pride ourselves and will continue to uphold.”

“Joining Mariner Wealth Advisors provides access to expanded wealth management capabilities,” added Andrew McDowell, Wealth Manager at Arbor Wealth Management. “We look forward to operating as part of a larger brand and continuing to drive growth under the Mariner Wealth Advisors name.”

Arbor Wealth Management will assume the Mariner Wealth Advisors name when it joins the firm on Feb. 28, 2022, and it will continue to operate business as usual with its current team in place. This will be Mariner Wealth Advisors’ fifth office in Florida and brings its nationwide tally to 69 offices across 31 states.

To learn more, visit marinerwealthadvisors.com.

At Mariner Wealth Advisors, we provide 360° advice designed to last. We focus on one thing—partnering with clients to create a financial strategy for today and beyond that’s flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they can achieve their goals—we’re committed to being here for everything life brings their way. We’ve built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Founded in 2006 with $300 million in AUA, Mariner Wealth Advisors and its affiliates now advise on over $60 billion in assets.

Contact Details

Remi Yuter

+1 917-623-0786

mariner@hotpaperlantern.com

Company Website

360° Advice Designed to Last

View source version on newsdirect.com: https://newsdirect.com/news/mariner-wealth-advisors-to-acquire-arbor-wealth-management-481347099