Acquisitions of First National Advisors and Strava Wealth enhance Mariner's presence in Greater Boston and Pittsburgh while expanding sector-specialized capabilities

OVERLAND PARK, KANSAS / ACCESS Newswire / January 6, 2026 / Mariner, a national financial services firm, today announced the acquisitions of Rockland, Mass.-based First National Advisors, LLC and Pittsburgh, Penn.-based Strava Wealth. Together, the deals bring approximately $1.8 billion in assets under advisement, further strengthening Mariner's national presence. The dual acquisition marks a strong start to 2026 and reflects continued momentum as advisors seek firms that support long-term growth, specialization and client-first planning.

The expansion brings two established advisory teams into Mariner, allowing both firms to maintain their local presence while benefiting from the scale, support and integrated capabilities that drive long-term growth. Through Mariner's model, advisors are equipped to build their practices for the long term, supported by firmwide resources across wealth management, tax, estate, trust, insurance and specialized planning.

"Mariner is built around advisors who are deeply committed to their clients," said Marty Bicknell, president and CEO. "As clients' financial lives become more complex, advisors who join us are surrounded by the support they need to keep growing, expand their capabilities and stay focused on clients - momentum that allows us to reach more people and fulfill our purpose of positively impacting the lives of many."

First National Advisors adds eight associates, including five advisors, one of whom operates in the institutional space, and approximately $1.5 billion in assets under advisement. The firm brings deep expertise in the dental and medical sectors, supporting growth-minded practices through comprehensive personal wealth management and institutional retirement plan consulting. Its signature True Wealth MD program delivers holistic life-and-wealth planning tailored specifically for physicians and healthcare professionals, further strengthening Mariner's sector-specific capabilities. The transaction closed on January 2, 2026, with Advisor Growth Strategies serving as advisors.

"Our clients operate in demanding, highly regulated professions, and their financial lives require a level of coordination and foresight that continues to increase," said Michael Hebert, partner and investment advisor at First National Advisors. "As our firm has grown, it has become important to align with an organization that could support the complexity of our work and the pace at which our clients' needs are evolving. Joining Mariner gives us the scale and capabilities to better serve medical and dental professional clients while preserving the hands-on, specialized approach they rely on."

Strava Wealth, founded in 2002 as K.S. Wright Associates, adds a five-person team, including three advisors, and approximately $360 million in assets under advisement. The firm is known for its strong investment philosophy and highly integrated approach to wealth management, with offerings spanning investment management, tax planning, risk management and estate planning. With one of the youngest leadership teams in the region, Strava Wealth offers long-term continuity and a multi-decade runway to serve clients across generations, making it a strong complement to Mariner's advisor-driven, client-first culture. The acquisition closed on December 31, 2025, with Dalphia Partners serving as banker for the transaction.

"We've always taken a long-term, disciplined approach to both investing and firm building," said Adam Wright, co-owner and chief investment officer of Strava Wealth. "This was a carefully considered decision rooted in what's best for our clients and team. Becoming part of Mariner gives us greater scale and support while building on the strengths and standards our clients expect."

Today, Mariner has offices in 42 states plus Puerto Rico. These acquisitions establish Mariner's third office in Pittsburgh and fourth in the Greater Boston area, advancing the firm's multi-year growth strategy that combines strategic regional expansion with enhanced capabilities for clients and advisors. This approach supports advisor growth and specialization while delivering a best-in-class client experience, leveraging organic growth and selective acquisitions to provide comprehensive, advisor-led wealth solutions nationwide and a long-term home for advisors seeking scale, support and continuity.

About Mariner

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, enabling them to maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with approximately $300 million in assets under advisement, Mariner affiliates collectively advise on more than $609 billion in assets under advisement as of 9/30/25. Learn more at www.mariner.com.

Media Contact:

Remi Yuter
Hot Paper Lantern
mariner@hotpaperlantern.com

SOURCE: Mariner