Creative Planning Acquires Burt Wealth Advisors
December 4, 2025
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.
- Buyers
- Creative Planning
- Targets
- Burt Wealth Advisors
- Sellers
- Burt Wealth Advisors, Fred Cornelius, Maria Cornelius
- Industry
- Wealth Management
- Location
- Maryland, United States
- Transaction Type
- Buyout
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