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Mariner Wealth Acquires New Jersey's Brinton Eaton

Harriet Davies Editor - Family Wealth Report 6 December 2012

Mariner Wealth Acquires New Jersey's Brinton Eaton

Mariner Wealth Advisors is buying New Jersey’s Brinton Eaton in an undisclosed deal, with Brinton Eaton’s four owners retaining a share in the firm.

Brinton Eaton, a fee-only wealth manager, will retain its identity, offices and staff. Clients will keep their service team, contact points, accounts, financial plans and investment strategies, and the transition from their standpoint will be “seamless,” Jerry Miccolis, principal and chief investment officer of Brinton Eaton, told Family Wealth Report.

The firm expects to gain efficiencies in the back office and benefit from a wider pool of knowledge and ideas by joining with a firm it has known for many years, said Miccolis. This will give it more time to spend with clients, he added.

Brinton principals Robert DiQuollo, Miccolis, Colleen Betzler and Jeremy Welther will join the advisory board and investment committee of Mariner Wealth Advisors.

Overall, Brinton has 18 employees, 13 of which are wealth management professionals. It is an SEC-registered investment advisor based in Morristown, NJ.

Mariner is an independent, national wealth advisory firm.  

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