Creative Planning Acquires Financial Abundance

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.

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 Keystone Wealth Partners

April 12, 2022

Financial Services

Creative Planning LLC, a large independent wealth management firm based in Overland Park, Kansas, has acquired Keystone Wealth Partners, an Arizona- and North Dakota-based wealth management firm managing over $644 million in AUM. The deal adds Keystone's 29 employees and 13 advisors to Creative Planning's platform and expands Creative Planning's advisory footprint and capabilities in tax, estate and holistic financial planning.

Creative Planning Acquires Monterey Private Wealth

April 20, 2025

Financial Services

Creative Planning, a large independent RIA, announced that Monterey Private Wealth, a Monterey, California–based registered investment advisor overseeing over $1 billion in client assets, has joined Creative Planning. The transaction strengthens Creative Planning’s West Coast presence and gives Monterey’s clients access to Creative Planning’s broader suite of wealth management services while retaining the Monterey advisory team and office.

Creative Planning Acquires Paradigm Financial Advisors

February 1, 2022

Wealth Management

Creative Planning, a large independent wealth management firm, has acquired Paradigm Financial Advisors, a St. Louis-area fee-only RIA managing over $600 million in AUM. Paradigm's owner Jim Reding becomes an equity partner and will serve as Managing Director of Creative Planning’s new St. Louis office; Creative Planning plans to leverage Paradigm’s advanced planning expertise to expand its high-net-worth services in the Midwest.

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.