Creative Planning Acquires Kistler-Tiffany Advisors
October 3, 2023
Creative Planning, a leading independent RIA based in Overland Park, Kansas, has acquired Kistler-Tiffany Advisors, an independent fiduciary specializing in wealth management, estate planning and business succession for high-net-worth families. The acquisition expands Creative Planning’s advisory capabilities and client service offerings by integrating Kistler-Tiffany’s experienced team and specialized expertise.
- Buyers
- Creative Planning
- Targets
- Kistler-Tiffany Advisors
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Transaction Type
- Buyout
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