Mariner Wealth Advisors Acquires McGervey Wealth Management

December 13, 2022

Mariner Wealth Advisors has agreed to acquire Canton, Ohio–based McGervey Wealth Management, adding approximately $105 million in assets under advisement and establishing Mariner’s fourth office in Ohio. The deal, announced December 13, 2022, will close on December 28, 2022; McGervey’s team (all five associates) will remain with the firm and the office will take the Mariner name.

Targets
McGervey Wealth Management
Sellers
E. Michael McGervey (founder / principal of McGervey Wealth Management)
Location
Ohio, United States
Transaction Type
Buyout

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