Perigon Wealth Management Acquires Creative Financial Planning Inc.

Creative Planning Acquires Paradigm Financial Advisors

February 1, 2022

Wealth Management

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.

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 Financial Abundance

September 30, 2025

Wealth Management

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.

Creative Planning Acquires Goldman Sachs Personal Financial Management Business

August 28, 2023

Financial Services

Creative Planning, an independent Registered Investment Advisor, has agreed to acquire Goldman Sachs’ Personal Financial Management (PFM) unit. The deal — a divestiture by Goldman Sachs — moves PFM’s advisors and client relationships to Creative Planning and is expected to close in Q4 2023, while preserving access to Goldman Sachs Asset Management solutions through an expanded strategic relationship.

Creative Planning Acquires Coe Financial Services

April 9, 2020

Financial Services

Creative Planning, Inc., a large independent Registered Investment Adviser, has acquired Coe Financial Services, an RIA based in Wichita, Kansas, bringing roughly $126 million of client assets into Creative Planning and establishing a Wichita office. The acquisition adds Richard Coe and his team to Creative Planning and expands the firm's geographic footprint and advisory capabilities in the region.

Creative Planning Acquires Berno Financial Management

January 4, 2022

Wealth Management

Creative Planning Inc., a large independent wealth management firm, acquired Berno Financial Management, a Cincinnati-based registered investment adviser with over $300 million in assets under management. Bruce J. Berno and his team will join Creative Planning’s Cincinnati practice as the firm expands its footprint in the market.