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| Marty Bicknell |
Overland Park, KS -- Mariner Wealth Advisors, a national wealth advisory firm headquartered in Kansas City, has entered into a binding agreement to acquire Cincinnati-based RIA, The Pinnacle Group, in a deal that closes Sept. 24, 2021.
This is Mariner Wealth Advisors’ fifth acquisition since the sale of a minority stake in the company to Leonard Green & Partners in April. The firm currently has 395 advisors across 53 offices, and this will be its second office in the Cincinnati metropolitan area.
“We’re thrilled to welcome such a
talented group of individuals to the Mariner Wealth Advisors family while being
able to expand our presence in Cincinnati,” said Marty Bicknell, CEO and
president of Mariner Wealth Advisors.
“The Pinnacle Group’s approach to financial planning, including
their retirement planning solutions for businesses, fold into our services and
firm goals seamlessly. I’m excited to see what we can accomplish together.”
The Pinnacle Group, with more than $600
million in assets under management (AUM), has built a trusted reputation with
its clients since its founding in 1994. 
J. Scott Sims
With a significant stake of its AUM in retirement plans, this deal will contribute to the further growth of Mariner Wealth Advisors’ own retirement plan solutions, a platform designed to aid businesses in managing their employer-sponsored retirement plans for employees.
“This is an incredible opportunity for The Pinnacle Group to continue our legacy of helping clients build a successful financial future and provide an attractive career path that offers new opportunities for growth and development to our team,” said J. Scott Sims, president and founder of The Pinnacle Group.
CONTACT:
Christian DeFazio
https://www.marinerwealthadvisors.com/
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