RiverPoint Capital Management Joins Mariner Wealth Advisors
LEAWOOD, Kan., Oct. 30, 2012 /PRNewswire/ — Mariner Wealth Advisors, the wealth management firm led by chief executive officer Martin C. Bicknell – ranked nationally as a Top Ten Independent Financial Advisor by Barron’s – today announced that it is expanding its wealth advisory team by partnering with RiverPoint Capital Management, located in Cincinnati, Ohio.*
With 17 wealth management professionals, including eight advisors, RiverPoint’s team has significant experience creating custom, holistic wealth plans for a wide range of clients. RiverPoint will maintain its name and service philosophy and anticipates things will remain “business as usual.”
“I am looking forward to the opportunities this partnership will bring to our clients and employees,” said Valerie Newell, chairman and managing director of RiverPoint. “Mariner has a history of providing outstanding resources and support to its affiliates, and I am very pleased to be joining such an accomplished and experienced firm.” RiverPoint was advised by Park Sutton Advisors, LLC of New York City.
Founded with a mission of helping individuals and families achieve financial peace of mind, Mariner Wealth Advisors has earned a reputation for providing financial advice that is based purely on the needs and interests of its clients. The firm’s performance has resulted in a growing base of clients who desire unbiased advice and proven strategies that deliver results.
According to Bicknell, “With the RiverPoint addition, we are gaining a team of experienced, talented professionals who hold client needs at the heart of all they do. RiverPoint has an excellent track record as a trusted advisor for a wide range of clients, and we look forward to supporting its team members as they continue to deliver custom solutions. This partnership puts us one step closer to our goal of building a nationwide team of trusted advisors to support our clients who are increasingly located throughout the country.”
About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm’s wealth advisory services include:
- Financial planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement planning services
- Insurance consulting
About RiverPoint Capital Management
RiverPoint Capital Management is an independent advisory firm that manages wealth for individuals, families, endowments and foundations. With more than $1.3 billion in client assets under management, RiverPoint delivers custom solutions to meet client needs and has been ranked a Top 100 Wealth Manager in America by AdvisorOne. The firm’s services include financial planning, investment advisory services, multi-generational wealth planning and retirement planning.
RiverPoint was recently named to Diligence Review Corp’s Green List, a list of firms’ that have had no significant adverse items identified in Form ADV. Green List firms include a select group of investment advisers, representing only 10% of assets under management by all SEC-Registered Investment Advisers.
* Barron’s ranked Marty Bicknell and the teams at Mariner the number four financial advisor and number seven independent wealth advisor nationally in 2012. Barron’s also ranked Bicknell the #1 advisor in the state of Kansas for 2009, 2010, 2011 and 2012.The Barron’s recognitions are based upon information compiled using data for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm.
SOURCE Mariner Wealth Advisors