Mariner Holdings, one of the largest independent financial services firms in the country, has partnered with two former SageView Advisory Group advisors to form a retirement planning firm.
The move, Leawood, Kansas-based Mariner said, means it will serve more than 150 clients and have more than $3 billion in assets managed.
Mariner, recently ranked No. 2 on Barron's 2014 list of the Top 100 Independent Wealth Advisors, formed Mariner Retirement Advisors as part of the partnership.
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The new entity is a combination of Mariner Wealth Advisors' existing 401(k) practice, which is led by Tim Helsel, and the services of David Stofer, Mark Nothnagel and their team, who were formerly with SageView Advisory Group. The resulting nine-member team will focus on providing 401(k) advisory services to plan sponsors throughout the country, according to Mariner.
Mariner also recently launched Mariner Trust Co. to provide trust and estate planning solutions and FirstPoint Financial, which provides personalized investment advice with no minimum asset requirements, as well as acquiring Allied Business Group, which provides investment banking, valuation advisory and forensic accounting services to business owners.
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