Mariner acquires California firm advising on $950 million

Mariner Wealth Advisors, an Overland Park, Kansas-based firm advising on $56 billion in assets, has acquired California-based Viewpoint Financial Network, which advises on $950 million in assets.

Viewpoint, which has an office in the San Francisco Bay area and another office in Los Angeles, is the second firm to be acquired by Mariner this month and the 14th in the last six months.

Benjamin Wong, founder and principal of Viewpoint Financial Network, will continue to oversee the two offices as managing director and senior wealth adviser, and all 15 associates with Viewpoint Financial Network will continue in their current positions.

The post Mariner acquires California firm advising on $950 million appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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