Mariner adds $360M California firm
In its 7th acquisition of 2023, Mariner buys Sacramento-based Confluence Financial Planning.
Mariner Wealth Advisors has added its 15th office in California with the acquisition of Confluence Financial Planning in Sacramento, which oversees $360 million in assets for 285 clients, the firm announced Tuesday.
Cynthia Meyers founded Confluence in 1983 to provide personalized financial plann
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