Creative Planning Acquires Berno Financial Management

Creative Planning Acquires Miller Financial Management

August 18, 2020

Wealth Management

Creative Planning Inc., a large independent Registered Investment Adviser based in Overland Park, Kansas, acquired Miller Financial Management, an RIA in Muncie, Indiana that managed approximately $150 million in client assets. The acquisition expands Creative Planning’s presence in Indiana and provides continuity and expanded resources for Miller Financial Management’s clients and team.

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.

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 Burt Wealth Advisors

December 4, 2025

Wealth Management

Creative Planning has acquired North Bethesda–based Burt Wealth Advisors, adding approximately $1 billion in assets under management to its platform. The acquisition expands Creative Planning's footprint in the Washington, D.C. area and gives Burt Wealth clients access to Creative Planning's broader wealth, tax, trust, and family office services.

Creative Planning Acquires BerganKDV

June 5, 2023

Accounting & Tax

Creative Planning, a leading independent wealth management firm, has acquired BerganKDV, the 58th largest CPA and advisory firm in the U.S. The deal brings roughly 600 BerganKDV employees into Creative Planning, expanding the firm's accounting, tax, audit and business advisory capabilities and furthering its growth in business services and wealth-adjacent offerings.

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.