Leading national financial services firm Mariner announced it has acquired Sarasota, Florida-based Atlas Financial and Newport Beach, California-based Newport Advisory in a pair of deals that will bring the firm a combined total of about $878 million in assets under management.
The Atlas Financial and Newport Advisory acquisitions have grown Mariner’s national footprint to 126 offices nationwide, and the firm’s second offices have been established in Sarasota and Newport Beach.
To increase its presence in these key markets, Mariner takes another step toward its vision of growing to 5,000 advisors by 2027.
With 25+ years of experience, Atlas Financial excels in asset management, business continuity and wealth transfer strategies. Known for a Serve First philosophy, the firm emphasizes building long-term client relationships while offering tailored services like retirement, estate, education, and business succession planning. Serving business owners and retirees, both current and future, the Atlas team focuses on addressing its clients’ most critical priorities, relationships, and goals.
Launched in 1995 by Jim Regitz, Newport Advisory takes a holistic approach to financial planning, incorporating every aspect of a client’s financial life to create strategies that align with their goals and values. From retirement and education planning to tax strategies and liability management, Newport and its 12-person team provide comprehensive, tailored guidance, addressing clients’ needs today while building a foundation for tomorrow.
Dalphia Partners served as the exclusive financial advisor to Atlas Financial in this transaction. Following the December 2 closing, the firms adopted the Mariner name and continue to operate with their existing teams in place. Atlas marks Mariner’s eighth office in Florida, while Newport Advisory becomes the firm’s 19th location in California.
KEY QUOTES:
“As we welcome Atlas Financial and Newport Advisory to the Mariner family, we’re reinforcing our commitment to meeting clients where they are, both geographically and in their unique financial journeys. These firms bring a wealth of expertise and a client-first ethos that perfectly align with our values. Their addition strengthens our capabilities while underscoring our belief that true growth comes from building strong, meaningful relationships-both with our clients and within our team.”
- Marty Bicknell, CEO and president of Mariner
“At Atlas Financial, we’re dedicated to helping our clients navigate their unique journeys-whether they’re focused on building wealth, preserving it, or simply enjoying the fruits of their labor. Joining forces with Mariner unlocks a wealth of resources, expertise, and services that will enhance our ability to support our clients and their businesses every step of the way. Ensuring their success remains our top priority, and I’m thrilled to embark on this next chapter as part of the Mariner family.”
- Orion Marx, founder of Atlas Financial
“Joining Mariner marks a transformative new chapter for Newport Advisory. This partnership not only strengthens our ability to serve our clients but also opens the door to unparalleled resources and expertise that will elevate the level of care and solutions we deliver. While we embrace this exciting evolution, our commitment to a holistic, client-centric philosophy remains steadfast, ensuring that every decision we make continues to prioritize the unique needs and aspirations of those we are privileged to serve.”
- Founder Jim Regitz
