- January 19, 2023
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.
“We’re always seeking out colleagues and firms that align with our guiding principles and will add value to our diverse team,” says Benjamin Jones, a managing director at Mariner Wealth Advisors who leads the Sarasota and Naples offices and supports the firm’s growth throughout Florida. “Our expansion into Naples allows us to better serve existing clients throughout the region and expands our capacity to help additional clients looking for a trusted team of advisors.”
“I’m thrilled to join the Mariner family,” adds Baum in the statement. “As we seek to transcend market downturns and see the bigger picture in today’s economy, we remain focused on offering a holistic foundation to serve client families today and for generations to come. I’ll continue working closely with each client on their individual goals, now with the option to utilize in-house services for everything from tax preparation to estate planning or business evaluation as we manage and preserve their wealth.”
Prior to joining Mariner Wealth Advisors, Baum has served in a variety of adviser, financial planning and investment management positions at Rehmann Financial, Ciccarelli Advisory Services Inc., Confer Financial Services and Western & Southern Financial Group.
Founded in 2006, Mariner Wealth Advisors is a national wealth advisory firm with 75 locations in 33 states and over $60 billion in assets under advisement.