Creative Planning Acquires Daniels + Tansey
November 28, 2023
Creative Planning, a leading independent Registered Investment Advisor headquartered in Overland Park, Kansas, has acquired Daniels + Tansey, a Wilmington, Delaware-based firm offering integrated financial advisory, tax services, and investment management. The acquisition expands Creative Planning's advisory and tax capabilities in the Delaware Valley and brings the Daniels + Tansey team into Creative Planning's national platform.
- Buyers
- Creative Planning
- Targets
- Daniels + Tansey
- Industry
- Financial Services
- Location
- Delaware, United States
- Transaction Type
- Buyout
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