--News Direct--
National wealth advisory firm Mariner Wealth Advisors today announced that it will acquire Canton, Ohio-based McGervey Wealth Management at the end of the month. This acquisition—the firm’s ninth since the beginning of the year—will add approximately $105 million in assets under advisement (AUA) and establish its fourth office in Ohio.
McGervey Wealth Management was founded in 2003 by E. Michael McGervey. Serving more than 170 clients both nationally and locally in the Canton, Akron and Cleveland areas, McGervey Wealth Management uses an outcome-based planning model, carefully weighing goals and risks to ensure proactive client service while delivering time-tested and prudent full-cycle investment strategies.
“Providing wealth advice is more than just planning for the moment,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “Our skilled advisors know that to help clients achieve their financial goals for years to come, we need to properly weigh the outcomes they are seeking. McGervey Wealth Management has perfected this service, and we look forward to welcoming their team to the Mariner family.”
McGervey Wealth Management specializes in financial planning, investment management, business planning, and retirement and legacy planning. Joining Mariner Wealth Advisors will secure an expanded suite of service offerings for the firm’s clients, position the business for future growth, and provide the opportunity to bolster its existing offerings.
“I have a strong connection to the local communities our firm operates in, and I am grateful for the opportunity to maintain these ties, while remaining committed to offering our clients an expanded range of services through Mariner Wealth Advisors,” said McGervey, president, founder and principal of McGervey Wealth Management. “This relationship is an example of that commitment.”
McGervey Wealth Management will assume the Mariner Wealth Advisors name following a Dec. 28, 2022 closing. The Canton office, Mariner Wealth Advisors’ 84th nationwide, will continue to operate under McGervey’s leadership, and all five associates will remain with the firm.
InCap Group, Inc. served as the investment bank and strategic advisor to McGervey Wealth Management in the transaction.
To learn more visit marinerwealthadvisors.com.
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 $95 billion in assets.
Contact Details
Remi Yuter
Company Website
https://www.marinerwealthadvisors.com/
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