Mariner Wealth Advisors, an Overland Park, Kansas-based advisory firm with $60 billion in assets under advisement, is acquiring Arbor Wealth Management, a Miramar Beach, Florida-based firm advising on $527 million.
Terms of the transaction were not disclosed.
Arbor was founded in 2010 by Margaret McDowell; her sons Patrick and Andrew McDowell joined shortly thereafter. The firm will assume the Mariner name at the end of February.
This will be Mariner Wealth Advisors’ fifth office in Florida and brings its nationwide tally to 69 offices.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
