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Kummer Financial Strategies joins Mariner Wealth Advisors

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Mariner Wealth Advisors has partnered with Denver-based Kummer Financial Strategies, Inc.

With approximately USD300 million in assets under advisement, Kummer Financial Strategies (KFS) is a wealth advisory firm with a team of 10 professionals who are dedicated to delivering personalised financial planning services to a wide range of clients. The partnership with Mariner Wealth Advisors will provide KFS’s professionals with additional support in multiple areas, including risk management, trust and estate planning, tax planning, retirement plan services, investment banking, valuation advisory and forensic accounting, and more. In addition, the partnership provides business continuity to ensure advisors are available to provide trusted advice for generations to come.
 
“Mariner Wealth Advisors’ service model is second to none,” says Patricia Kummer CFP, founder and president of Kummer Financial Strategies. “This partnership will allow us to expand our services to clients and better equip them to accomplish their long-term goals. Because Mariner Wealth Advisors handles all back-office functions, our professionals will be able to truly focus on what they’re best at – providing personalised advice to help clients realise their dreams for the future.”
 
With a mission of serving as an advocate to help individuals and families achieve their long-term financial goals, Mariner Wealth Advisors supports advisory teams with a dedicated investment committee and business development team, as well as back-office support related to human resources, operations, finance, information technology, marketing, legal and compliance. This allows advisors to focus solely on working with clients.  
 
Marty Bicknell, chief executive officer of Mariner Wealth Advisors, says: ”I am thrilled to welcome Kummer Financial Strategies to the Mariner Wealth Advisors family. Patricia and her team are talented wealth professionals who provide exceptional client service. We look forward to supporting them with a wide range of innovative resources to help grow their business and expand the services available to clients.”

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