Close Close

Financial Planning > Tax Planning

RIA to Buy Tax Practices on East, West Coasts

Your article was successfully shared with the contacts you provided.

RIA Mariner Wealth Advisors, which works with some $31 billion of assets under advisement, is buying two tax practices in El Segundo, California, and Chatham, New Jersey.

The Southern California location will add G.M. Bremer & Associates President Geoffrey M. Bremer and six associates to Mariner Wealth. In New Jersey, the RIA brings on David G. Miller & Associates — including founder David Miller, partner Ellen Elise Peifer and nine tax professionals.

“We are thrilled to welcome these dynamic teams on board to support our growing tax offerings,” said Rich Rosenberg, co-head of tax and insurance at Mariner Wealth Advisors, in a statement. 

“Each of these firms bring unique regional market knowledge and a breadth of experience that we believe will elevate the value we deliver to current and future clients,” Rosenburg added. 

Mariner Wealth announced the launch of its national tax practice in January, when it had about $22 billion in assets. The RIA says its aim is to “ensure tax efficiency and the development of an overall tax strategy … designed to enhance clients’ long-term wealth outcomes.”

— Related on ThinkAdvisor: