Kansas City wealth investment giant chooses Naples for next expansion

Mariner Wealth Advisors has expanded to Southwest Florida, adding a Naples office to complement its long-standing Sarasota office and several other Florida locations.

In addition, longtime wealth and financial planning adviser Jason Baum was named senior adviser of the office, according to a statement. Kansas City-based Mariner Wealth, which entered the Sarasota market in July 2021 when it acquired Allegiant Private Advisors, has other Florida offices in Orlando, West Palm, Coral Gables/Miami and Miramar Beach. The new Naples office is at 4851 Tamiami Trail N., Suite 200.