Creative Planning Acquires Resource Management LLC

Creative Planning Acquires Rosen Capital Management

June 10, 2022

Wealth Management

Creative Planning LLC has acquired Rosen Capital Management, a Macon, Georgia-based wealth management firm managing $114 million in AUM and bringing two employees (including CEO Glenn Rosen) into Creative Planning. The deal expands Creative Planning’s footprint in Georgia; Incap (Baltimore) served as financial advisor to Rosen Capital Management.

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 ML&R Wealth Management

April 11, 2024

Wealth Management

Creative Planning has acquired ML&R Wealth Management (Maxwell Locke & Ritter), an Austin/Round Rock, Texas-based RIA with $2.2 billion in assets under management. The deal closed April 1, 2024 and brings 18 ML&R employees into Creative Planning, expanding the buyer's presence in Central Texas.

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 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 Heritage Way Advisors

April 8, 2022

Wealth Management

Creative Planning LLC, a large independent RIA, has acquired Illinois-based Heritage Way Advisors, a boutique wealth management firm with $450 million in AUM. The deal brings the Heritage Way team and clients into Creative Planning’s platform to support succession planning and expand client services and capabilities.