Integrated Partners Onboards Prout Financial Design

Integrated Partners Adds Morrison Nordmann Wealth Management

December 16, 2025

Wealth Management

Integrated Partners has added Morrison Nordmann Wealth Management, a Lansing/East Lansing, Michigan-based advisory firm bringing approximately $200 million in client assets onto its RIA platform. The move expands Integrated Partners' presence in Michigan and provides Morrison Nordmann access to the platform's planning, operational and advisor support resources to support growth and serve higher-net-worth clients.

FINN Partners Acquires Outré Creative

February 1, 2023

Marketing & Advertising

Global marketing and communications firm FINN Partners has acquired Outré Creative, a 15-person award-winning creative and digital design agency that supports financial services clients. The move strengthens FINN's EMEA footprint and expands its global financial practice and integrated creative capabilities.

Integrated Partners Adds San Diego-based RetirementDNA

January 25, 2025

Wealth Management

Integrated Partners, a national RIA serving over $20 billion in assets under advisement, announced that San Diego-based RetirementDNA has joined its network. The deal expands Integrated Partners' West Coast presence and strengthens its retirement plan and private wealth management capabilities by providing RetirementDNA access to Integrated's institutional resources and CPA alliance program.

Mission Wealth Acquires RightPath Investments & Financial Planning

February 19, 2026

Wealth Management

Mission Wealth has merged with RightPath Investments & Financial Planning, a Colorado-based independent, fee-only wealth advisory firm founded by Steven R. Smith. As part of the integration Smith will join Mission Wealth as a Special Advisor and Megan Nuttelman will join as a Wealth Advisor; the deal expands Mission Wealth's footprint in Colorado and strengthens its retirement planning capabilities.

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.

Providence Equity Partners Invests in Brandt Information Services

June 5, 2024

Cloud & SaaS

Providence Equity Partners has made an equity investment to become the majority owner of Brandt Information Services, a Tallahassee-based provider of software platforms for outdoor recreation management. NexPhase Capital will remain an investor while the company — which offers licensing, registrations, reservations and e-commerce solutions to public conservation agencies and outdoor organizations — will continue to be led by CEO Travis Warren.