Mariner Wealth Advisors today announced that it has acquired Goldfinch Wealth Management, a Greenville, S.C.-based firm with $221 million in assets under advisement, according to a news release.

The financial terms were not disclosed. Goldfinch Wealth Management assumed Mariner Wealth Advisors’ name on March 17.

Founded in 2021 by Roy Janse, managing partner, Goldfinch Wealth Management offers a wide range of personal solutions for individuals and business owners. Its services to individuals include tax, retirement and legacy planning and trust services, and its business offerings include fiduciary management and oversight, plan design and vendor search and participant services, the release noted.

Janse, a former Olympian who competed in the 1996 Summer Olympics for Canada in the Tornado (sailing) event, has been in the industry since 2002, starting with IDS Life Insurance Company, according to BrokerCheck. He also worked for Ameriprise Financial Services before joining Commonwealth Financial Network in 2009.

“As a former Olympian, I have a firm understanding of the focus and dedication it takes to channel passion and drive it into world-class results,” Janse said in a statement. “This passion, ferocity and diligence are evident in the work Mariner Wealth Advisors does for its clients, which is why my team and I are incredibly excited by the opportunity to service our clients in such a strong and capable firm that is so well respected in the industry,” he added.

Goldfinch Wealth Management is Mariner Wealth Advisors’ fourth acquisition this year. It’s also the first South Carolina location and the 86th office nationwide for the Overland Park, Kan.-based firm.

“With as much growth as this firm has amassed in recent years, at the forefront of every business decision has been our guiding principle of putting the client first,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “It brings me tremendous pride to say we now have locations in 34 states and are impacting more communities than I ever could have imagined.”

Mariner Wealth Advisors was founded in 2006 with $300 million in assets under advisement. Along with its affiliates, the firm advised on more than $105 billion in assets at the end of December.