Mariner Wealth Advisors Acquires Housen Financial Group - O'Keeffe and O'Malley

Mariner Wealth Advisors Acquires Housen Financial Group

Apr 29, 2014

Leawood-based Mariner Wealth Advisors acquired a majority interest in Housen Financial Group Inc of N.J. Mariner is an independent wealth advisory firm nationally ranked number 2 on Barron’s 2013 list of Top Independent Financial Advisors. The company offers a wide array of wealth advisory services. The acquisition of Housen adds about $817 in assets, creating more than $9.5 billion in assets under management with Mariner. The purchase is one of several strategic initiatives to further Mariner’s goal of delivering services to clients nationwide. Housen is a family-based, boutique independent financial planning firm with clients in more than 20 states. It employs a staff of 13 and will continue to operate as a separate entity. The terms of the transaction were not disclosed.