Mariner Wealth Advisors to Acquire Robinson, Tigue, Sponcil Private Wealth Management The Firm's 10th Acquisition of 2021 Adds an Additional $390 Million Assets Under Advisement
Overland Park, Kan.
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December 01, 2021 09:00 AM Eastern Standard Time
Mariner Wealth Advisors, a national wealth advisory firm, today announced that it will acquire Robinson, Tigue, Sponcil Private Wealth Management (RTS). Based in Phoenix, Ariz., this will be Mariner Wealth Advisors’ second office in the Phoenix/Scottsdale metro area. This is the firm’s 10th announced acquisition since the beginning of the year during which it has added more than $15 billion in assets under advisement (AUA).
“We are hyper-focused on continuing our momentum and searching for opportunities to expand our capabilities and grow our business,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “RTS’s unique approach to relationship management and proven record of providing personalized solutions for clients aligns with our core mission of client-first wealth advice. I am thrilled to begin this partnership and look forward to welcoming the RTS team to the Mariner family.”
With over 20 years of experience, RTS has established a loyal base of more than 280 clients with approximately $393 million Assets Under Advisement (AUA). The firm’s mission is rooted in a strategic balance of investment planning, advanced planning, and relationship management to help its clients achieve continuity in wealth management. Joining Mariner Wealth Advisors will ensure sustained growth and expand upon their financial planning capabilities, including rolling out offerings in trust services, in-house estate and tax planning, an expanded investment offering, and retirement plan solutions for businesses.
“With Mariner Wealth Advisors, we have found a like-minded firm that practices wealth management based on understanding clients’ financial objectives as well as their lifestyle and family values,” said Keith Tigue, President of RTS. “Joining Mariner Wealth Advisors will provide our employees and clients with the scale and resources of a much larger firm, ultimately improving the financial outcomes we seek to achieve.”
RTS will assume the Mariner Wealth Advisors name when the deal closes on Dec. 10, 2021. Echelon served as the financial advisor to RTS in the transaction.
To learn more visit marinerwealthadvisors.com.
About Mariner Wealth Advisors
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 (AUA), Mariner Wealth Advisors and its affiliates now advise on over $50 billion in assets..
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