Creative Planning Acquires Marshall Financial Group

Creative Planning Acquires Maxwell Wealth Strategies

January 17, 2025

Financial Services

Creative Planning, a large independent wealth management firm based in Overland Park, Kansas, has acquired Maxwell Wealth Strategies of Pleasanton, California. The deal closed January 17, 2025 and brings Maxwell's approximately $290 million in AUM and its advisory team into Creative Planning to expand the firm's reach and client service capabilities.

Creative Planning Acquires Kowal Investment Group

December 21, 2024

Financial Services

Creative Planning, a large independent wealth management firm based in Overland Park, Kansas, acquired Kowal Investment Group, an RIA based in Brookfield, Wisconsin. The deal closed December 21, 2024; Kowal's 20 employees and approximately $1.3 billion in AUM joined Creative Planning as part of the firm's ongoing nationwide expansion.

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 Monterey Private Wealth

April 20, 2025

Financial Services

Creative Planning, a large independent RIA, announced that Monterey Private Wealth, a Monterey, California–based registered investment advisor overseeing over $1 billion in client assets, has joined Creative Planning. The transaction strengthens Creative Planning’s West Coast presence and gives Monterey’s clients access to Creative Planning’s broader suite of wealth management services while retaining the Monterey advisory team and office.

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.