Creative Planning Acquires Financial Abundance
September 30, 2025
Creative Planning, a large independent wealth management firm, has acquired Financial Abundance, a Pennsylvania-registered investment advisor, in a deal that closed Sept. 30 and will add over $275 million of AUM. The acquisition expands Creative Planning’s East Coast footprint and brings Financial Abundance founder Paul Nichols and his team into Creative Planning’s national platform.
- Buyers
- Creative Planning, LLC
- Targets
- Financial Abundance
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Transaction Type
- Buyout
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