TPG Capital Makes Minority Investment in Creative Planning

General Atlantic Takes Minority Stake in Creative Planning

February 7, 2020

Wealth Management

General Atlantic, a global growth equity firm, has made a strategic minority investment in Creative Planning. Creative Planning CEO Peter Mallouk will remain CEO and retain a majority controlling stake; financial terms were not disclosed. The investment is positioned to support Creative Planning's continued expansion of its wealth management platform (Creative Planning manages approximately $50 billion AUM and ~650 employees across 27 offices).

Creative Planning Acquires Rosen Capital Management

June 10, 2022

Wealth Management

Creative Planning LLC has acquired Rosen Capital Management, a Macon, Georgia-based wealth management firm managing $114 million in AUM and bringing two employees (including CEO Glenn Rosen) into Creative Planning. The deal expands Creative Planning’s footprint in Georgia; Incap (Baltimore) served as financial advisor to Rosen Capital Management.

Creative Planning Acquires Goldman Sachs Personal Financial Management Business

August 28, 2023

Financial Services

Creative Planning, an independent Registered Investment Advisor, has agreed to acquire Goldman Sachs’ Personal Financial Management (PFM) unit. The deal — a divestiture by Goldman Sachs — moves PFM’s advisors and client relationships to Creative Planning and is expected to close in Q4 2023, while preserving access to Goldman Sachs Asset Management solutions through an expanded strategic relationship.

Perigon Wealth Management Acquires Creative Financial Planning Inc.

June 27, 2024

Wealth Management

Perigon Wealth Management LLC, an independent RIA with approximately $7.75 billion in client assets, has acquired Creative Financial Planning Inc., a New York-based wealth management firm with roughly $150 million in AUM. Creative Financial Planning's founder Lisa Hayes and COO Daniel Gwizdak will join Perigon as wealth managers and partners; terms were not disclosed.

Creative Planning Acquires TrueWealth

September 1, 2020

Financial Services

Creative Planning Inc. has acquired Atlanta-based Registered Investment Adviser TrueWealth, which manages approximately $1.6 billion in assets. The deal expands Creative Planning's presence in Atlanta and adds TrueWealth's team of advisors and client relationships to Creative's national wealth management platform.

Creative Planning Acquires Marshall Financial Group

December 11, 2025

Financial Services

Creative Planning has acquired Marshall Financial Group, a Doylestown, Pennsylvania-based registered investment advisor, adding more than $900 million in assets under management and 19 employees. The deal expands Creative Planning's Mid-Atlantic presence and gives Marshall Financial access to Creative Planning's nationwide planning, tax, trust, retirement, and family office capabilities.