Announced
Synopsis
Mariner, a privately held national financial services firm, agreed to acquire Cassady Schiller Wealth, a comprehensive financial services firm, Jenkins Wealth, a comprehensive wealth management firm, and Triton Financial Group, an independent, fee-based financial planning firm. Financial terms were not disclosed. "Cassady Schiller, Jenkins Wealth and Triton Financial Group embody the principles our clients have become accustomed to and will be instrumental in building the holistic ecosystem that redefines how wealth is managed in this country," Marty Bicknell, Mariner CEO and President.
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