Two teams of model figures merging

Adams Hall Asset Management joins Mariner Wealth Advisors

Mariner Wealth Advisors is expanding its wealth advisory team by acquiring a majority interest in the Tulsa-based firm, Adams Hall Asset Management.

With approximately USD1.3 billion in assets under management, Adams Hall is an independent wealth management firm with a staff of 14 professionals who have significant experience creating custom, holistic wealth plans for a wide range of clients. Adams Hall will retain its name and expects to integrate its operations and systems into Mariner over time.

"We are thrilled to be joining Mariner Wealth Advisors," says Jana Shoulders, founder and chief executive officer of Adams Hall Asset Management. "Mariner offers its clients a breadth of experience and resources not available at every firm. Mariner's support will greatly enhance our ability to deliver for our clients."

Founded with a mission of helping individuals and families achieve financial peace of mind, Mariner Wealth Advisors has earned a reputation for providing financial advice that is based purely on the needs and interests of its clients. The firm's performance has resulted in a growing base of clients who desire unbiased advice and proven strategies that deliver results.

According to Martin C Bicknell, CEO of Mariner Wealth Advisors: “I look forward to the opportunities this relationship will bring to both firms. Mariner offers Adams Hall the support and resources of a nationally recognised, innovative and growing firm. In return, Mariner gains a team of experienced, talented individuals who focus on meeting their clients' needs first and foremost. The relationship with Adams Hall will also enhance Mariner's ability to serve clients in geographically diverse areas.

"Over the last several years, we have gained significant experience in integrating new advisors while retaining the flexibility of a boutique, entrepreneurial firm on which our clients and associates have come to rely. Because of this, I am confident that the addition of Adams Hall will be a seamless transition for both our clients and associates."
 




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