Mariner Wealth Advisors Enters New Market with Goldfinch Wealth Management Acquisition New Location in South Carolina Boosts Firm’s East Coast Presence
Overland Park, Kan.
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March 22, 2023 09:00 AM Eastern Daylight Time
Mariner Wealth Advisors, a national wealth advisory firm, announced today that it has acquired Greenville, S.C.-based Goldfinch Wealth Management. The firm’s first office in South Carolina, this acquisition reinforces Mariner Wealth Advisors’ mission of positively impacting as many lives as possible by broadening its reach even farther down the East Coast.
“With as much growth as this firm has amassed in recent years, at the forefront of every business decision has been our guiding principle of putting the client first,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “It brings me tremendous pride to say we now have locations in 34 states and are impacting more communities than I ever could have imagined.”
Goldfinch Wealth Management has grown rapidly in the last several years, serving approximately 225 clients with $221 million in AUA. The firm takes an integrated approach to financial planning, offering a wide range of personal solutions to both individuals and business owners, designed to suit each client’s every need. For individuals, Goldfinch’s services span tax, estate, retirement and legacy planning, asset management, and trust services. For organizations, it offers fiduciary management and oversight, investment advisory, plan design, vendor search and participant services.
“As a former Olympian, I have a firm understanding of the focus and dedication it takes to channel passion and drive it into world class results,” said Roy Janse, managing partner of Goldfinch Wealth Management. “This passion, ferocity and diligence are evident in the work Mariner Wealth Advisors does for its clients, which is why my team and I are incredibly excited by the opportunity to service our clients in such a strong and capable firm that is so well respected in the industry.”
Goldfinch Wealth Management assumed Mariner Wealth Advisors’ name on March 17. The South Carolina office and its team of seven associates continues to operate under Janse’s leadership at what is now Mariner Wealth Advisors’ 86th office nationwide. This is Mariner Wealth Advisors’ fourth acquisition of the year.
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 assets under advisement, Mariner Wealth Advisors and its affiliates now advise on over $105 billion in assets as of 12/31/22.
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