Mariner announced plans to acquire Atlantic Wealth Partners, a Jupiter, Florida-based advisory firm overseeing approximately $218 million in assets, expanding its capabilities and commitment to serving first responders and public safety professionals.
Terms of the transaction were not disclosed. The deal is expected to close on June 30, 2026.
Founded by Steve Olson, CFP, AEP, Atlantic Wealth Partners has built its practice around serving first responders throughout Palm Beach and Martin counties. The firm maintains longstanding relationships with local police, fire rescue, and emergency response organizations, including the Palm Beach Policemen’s Benevolent Association.
Three advisors from Atlantic Wealth Partners are expected to join Mariner following the completion of the transaction.
The acquisition builds upon Mariner’s existing presence in the public safety sector. Through Mariner Institutional, the firm advises approximately $35 billion in assets across 256 retirement plans serving police, fire, and public safety personnel. Mariner has also expanded its resources dedicated to first responders, including the recent appointment of Steve Callaghan, a former NYPD Bomb Technician and U.S. Navy veteran, as a senior wealth consultant focused on supporting first responders and their families.
Mariner said the transaction further strengthens its specialized expertise and resources available to law enforcement, fire rescue personnel, and other public safety professionals.
KEY QUOTES:
“First responders dedicate their lives to serving their communities while navigating financial situations that are often uniquely complex. Atlantic Wealth Partners has earned trust by understanding those realities and building lasting relationships within the communities they serve. Their addition strengthens an important area of focus for Mariner and aligns with our purpose to positively impact the lives of many. Together, we will continue investing in the resources and expertise designed to help first responder families pursue their long-term financial goals.”
Marty Bicknell, President And CEO, Mariner
“Our clients have trusted us with some of the most important financial decisions they will make. Joining Mariner allows us to continue serving those clients while expanding the resources and capabilities available to them. We believe Mariner’s commitment to first responders makes them a strong fit for our team and the people we serve.”
Steve Olson, Founder, Atlantic Wealth Partners
