Mariner Wealth Advisors said Wednesday that it’s acquired Goldfinch Wealth Management, a Greenville, South Carolina-based firm with $221 million in assets under advisement.
The firm is led by managing partner Roy Janse. He and seven associates serve about 225 clients, including both individuals and business owners. The services they offer range from retirement, tax and estate planning for individuals to retirement plan design, fiduciary oversight and participant services for businesses.
“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,” Roy Janse, managing partner of Goldfinch Wealth Management, said in a statement. “This passion, ferocity and diligence are evident in the work Mariner Wealth Advisors does for its clients.”
Goldfinch will be Mariner’s first office in South Carolina and its 86th office in the United States. Mariner and its affiliates oversaw more than $105 billion in assets at the end of 2022.
This is Mariner’s fourth acquisition of 2023. Last month, it announced the purchase of Fullerton, California-based Walker Wealth, with $301 million in assets, which specializes in advising medical professionals.
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