Creative Planning Acquires Paradigm Financial Advisors
February 1, 2022
Creative Planning, a large independent wealth management firm, has acquired Paradigm Financial Advisors, a St. Louis-area fee-only RIA managing over $600 million in AUM. Paradigm's owner Jim Reding becomes an equity partner and will serve as Managing Director of Creative Planning’s new St. Louis office; Creative Planning plans to leverage Paradigm’s advanced planning expertise to expand its high-net-worth services in the Midwest.
- Buyers
- Creative Planning, LLC
- Targets
- Paradigm Financial Advisors
- Industry
- Wealth Management
- Location
- Missouri, United States
- Transaction Type
- Buyout
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