Mariner Wealth Advisors Acquires Confluence Financial Planning
January 2, 2024
Mariner Wealth Advisors acquired Confluence Financial Planning on Dec. 31, adding a Sacramento office and roughly $360 million in client assets to Mariner's platform. Confluence, founded in 1983, retained its six associates and will operate under the Mariner Wealth Advisors name as the firm's first Sacramento location.
- Buyers
- Mariner Wealth Advisors
- Targets
- Confluence Financial Planning
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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