Mariner Wealth Advisors Acquires Heber Fuger Wendin Investment Advisors
August 2, 2022
Mariner Wealth Advisors acquired Bloomfield Hills-based Heber Fuger Wendin Investment Advisors (HFW) at the end of July 2022. The acquisition expands Mariner's client roster and capabilities by adding HFW's niche advisory services for community banks and credit unions and its $8.6 billion in AUM, while HFW staff remain in place under the Mariner name.
- Buyers
- Mariner Wealth Advisors
- Targets
- Heber Fuger Wendin Investment Advisors (HFW)
- Industry
- Wealth Management
- Location
- Michigan, United States
- Transaction Type
- Buyout
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