Creative Planning Acquires Rosen Capital Management

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 Resource Management LLC

April 5, 2022

Wealth Management

Creative Planning LLC has acquired Resource Management LLC, a fee-only advisory firm with $1.9 billion in AUM led by president and CEO Randy Waesche. The deal expands Creative Planning’s national footprint and adds clients and capabilities in financial planning, family enterprise advising and asset management; DeVoe & Co. served as financial advisor to Resource Management on the transaction.

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.

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 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.

TPG Capital Makes Minority Investment in Creative Planning

September 30, 2024

Wealth Management

TPG Capital has made a substantial minority growth investment in Creative Planning, a leading independent wealth management firm, joining existing investor General Atlantic. Terms were not disclosed; Creative Planning CEO Peter Mallouk will remain in place and retain a majority stake. The capital will support continued expansion and enhancement of the firm's wealth-management and planning-led service offerings.