Transactions

Walker Wealth Management is acquired by Mariner Wealth Advisors

New York, NY, February 21, 2023 – Park Sutton Advisors, a Waller Helms Company (“Park Sutton Advisors”) is pleased to have represented Walker Wealth on its acquisition by Mariner Wealth Advisors (“Mariner”), a leading registered investment adviser (“RIA”) with over $105 billion in assets under management and advisement (“AUM/A”) and headquartered in Overland Park, KS. Walker Wealth is an RIA headquartered in Fullerton, CA, that specializes in providing financial planning to medical professionals. Walker Wealth manages approximately $300 million in assets.

“Our clients’ needs and interests have always been at the heart of every decision we make, and our mission centers around providing the highest level of professionalism and service possible,” said W. Craig Walker, President of Walker Wealth. “Joining Mariner Wealth Advisors will broaden our client service capabilities, and enable us to offer more diversified wealth management solutions for clients with a variety of needs.”

Marty Bicknell, CEO and President of Mariner Wealth Advisors, said, “Adding a firm of Walker Wealth’s caliber bolsters our presence in California, and deepens our bench of professionals with an expertise of serving clients in the medical community. We are thrilled to welcome their team into the Mariner family.”

Park Sutton Advisors Managing Director, Dan Erichson, CFA, who led the transaction, said, “Since the process began, Craig’s primary goals were to find a partner that could accelerate expansion of the business and where he could spend the last decade or more of his career providing the best possible client experience. We are thrilled to have helped him find his partner of choice in Mariner and to have returned to the attractive California market for our seventh transaction in the last two years and third in the last three months.”