Creative Planning Acquires Lenox Wealth Management

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 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 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 Berno Financial Management

January 4, 2022

Wealth Management

Creative Planning Inc., a large independent wealth management firm, acquired Berno Financial Management, a Cincinnati-based registered investment adviser with over $300 million in assets under management. Bruce J. Berno and his team will join Creative Planning’s Cincinnati practice as the firm expands its footprint in the market.

Creative Planning Acquires Switzerland's Baseline Wealth Management

January 13, 2026

Wealth Management

Creative Planning, a U.S.-based independent wealth management firm, has acquired Baseline Wealth Management, a Swiss RIA with offices in Geneva and Zurich. The deal adds 14 employees and more than $1 billion in AUM and represents Creative Planning's first international acquisition as it expands into Europe.

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.