Creative Planning Acquires Kistler-Tiffany Advisors

Creative Planning Acquires Keystone Wealth Partners

April 12, 2022

Financial Services

Creative Planning LLC, a large independent wealth management firm based in Overland Park, Kansas, has acquired Keystone Wealth Partners, an Arizona- and North Dakota-based wealth management firm managing over $644 million in AUM. The deal adds Keystone's 29 employees and 13 advisors to Creative Planning's platform and expands Creative Planning's advisory footprint and capabilities in tax, estate and holistic financial planning.

Creative Planning Acquires Daniels + Tansey

November 28, 2023

Financial Services

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.

Creative Planning Acquires Thun Financial Advisors

July 14, 2020

Wealth Management

Creative Planning, a large independent wealth management firm, has acquired Thun Financial Advisors, a Registered Investment Adviser that manages about $600 million in client assets. The deal strengthens Creative Planning’s ability to serve U.S. citizens living and working overseas by adding Thun’s cross-border advisory expertise to its offering.

Creative Planning Acquires CTB Financial Services

August 22, 2023

Financial Services

Creative Planning, a leading independent Registered Investment Advisor, has acquired CTB Financial Services, Ltd., a Minneapolis-based RIA known for tax-focused wealth planning. The deal expands Creative Planning's tax-planning capabilities and integrates CTB's advisory services into Creative Planning's broader wealth management platform.

Creative Planning Acquires Miller Financial Management

August 18, 2020

Wealth Management

Creative Planning Inc., a large independent Registered Investment Adviser based in Overland Park, Kansas, acquired Miller Financial Management, an RIA in Muncie, Indiana that managed approximately $150 million in client assets. The acquisition expands Creative Planning’s presence in Indiana and provides continuity and expanded resources for Miller Financial Management’s clients and team.

Creative Planning Acquires Dashboard Wealth Advisors

November 30, 2021

Financial Services

Creative Planning Inc., an independent Registered Investment Adviser based in Overland Park, Kansas, acquired Dashboard Wealth Advisors, a Chicago-area RIA founded by Scott Schuster in 2013 that managed more than $800 million in assets. The deal brings Dashboard’s clients and advisory team into Creative Planning’s platform and expands the firm’s presence in the Illinois / greater Chicago market.