Kansas-based Mariner Wealth Advisors, an independent advisory firm, has taken on Paul Lutz as an advisor in Lee’s Summit, MO.
“Increasingly, our clients are located throughout the US, and they need to interact face-to-face with our wealth management teams,” said Martin Bicknell, chief executive. “It is because of this client-driven need that we are looking to selectively add experienced wealth advisors and wealth advisory teams.”
In a bid to grow its wealth management footprint, in July the firm acquired a majority interest in the wealth division of Omaha, NE-based Orizon Investment Counsel. It also expanded its wealth advisory team in February, with the acquisition of a majority interest in Tulsa's Adams Hall Asset Management.
At the end of March, the firm appointed William Greiner as chief investment officer.
Mariner provides wealth planning, asset management and family office management. It has around $8 billion in assets under management.