Creative Planning Acquires TrueWealth

Creative Planning Acquires Financial Abundance

September 30, 2025

Wealth Management

Creative Planning, a large independent wealth management firm, has acquired Financial Abundance, a Pennsylvania-registered investment advisor, in a deal that closed Sept. 30 and will add over $275 million of AUM. The acquisition expands Creative Planning’s East Coast footprint and brings Financial Abundance founder Paul Nichols and his team into Creative Planning’s national platform.

Creative Planning Acquires Dashboard Wealth Advisors

November 30, 2021

Financial Services

Creative Planning Inc., an independent Registered Investment Adviser based in Overland Park, Kansas, acquired Dashboard Wealth Advisors, a Chicago-area RIA founded by Scott Schuster in 2013 that managed more than $800 million in assets. The deal brings Dashboard’s clients and advisory team into Creative Planning’s platform and expands the firm’s presence in the Illinois / greater Chicago market.

Creative Planning Acquires Lenox Wealth Management

August 11, 2020

Wealth Management

Creative Planning Inc. acquired Cincinnati-based Lenox Wealth Management, an RIA with approximately $600 million in assets under management. The acquisition brings Lenox’s advisors and clients into Creative Planning’s platform to expand the firm’s Cincinnati presence, broaden service offerings, and provide additional technology and scale to support growth.

Creative Planning Acquires Thun Financial Advisors

July 14, 2020

Wealth Management

Creative Planning, a large independent wealth management firm, has acquired Thun Financial Advisors, a Registered Investment Adviser that manages about $600 million in client assets. The deal strengthens Creative Planning’s ability to serve U.S. citizens living and working overseas by adding Thun’s cross-border advisory expertise to its offering.

Creative Planning Acquires CTB Financial Services

August 22, 2023

Financial Services

Creative Planning, a leading independent Registered Investment Advisor, has acquired CTB Financial Services, Ltd., a Minneapolis-based RIA known for tax-focused wealth planning. The deal expands Creative Planning's tax-planning capabilities and integrates CTB's advisory services into Creative Planning's broader wealth management platform.

Creative Planning Acquires Maxwell Wealth Strategies

January 17, 2025

Financial Services

Creative Planning, a large independent wealth management firm based in Overland Park, Kansas, has acquired Maxwell Wealth Strategies of Pleasanton, California. The deal closed January 17, 2025 and brings Maxwell's approximately $290 million in AUM and its advisory team into Creative Planning to expand the firm's reach and client service capabilities.