Creative Planning Acquires Marshall Financial, Expanding Wealth Management Services and AUM
In a significant development within the wealth management sector, Creative Planning has announced the acquisition of Marshall Financial Group. This strategic move will boost Creative Planning's assets under management (AUM) by more than $900 million, adding a robust team of 13 professionals who have been pivotal in serving clients for decades. This acquisition not only enhances Creative Planning's footprint in the financial advisory landscape but also reinforces its commitment to providing comprehensive wealth management solutions to a growing number of clients.
Based in Doylestown, Pennsylvania, Marshall Financial has built a formidable reputation over its 50-year history as a registered investment advisor (RIA). The firm specializes in a holistic approach to wealth management, offering services that encompass investment advisory, cash flow management, risk assessment, estate planning, and more. Notably, the firm's expertise extends to essential areas such as educational funding and charitable giving, as well as tax minimization strategies.
Peter Mallouk, President and CEO of Creative Planning, emphasized the value that Marshall Financial brings to the table. In his statement, he noted how the firm’s exceptional reputation and extensive expertise align seamlessly with Creative Planning's mission and services. This acquisition signifies an opportunity for current and potential clients to benefit from an expanded suite of services and unparalleled personalized attention.
The integration of Marshall Financial into Creative Planning promises to enhance the offerings available to clients. Paula Nangle, President and Senior Wealth Advisor at Marshall Financial, expressed her enthusiasm about the merger, highlighting that both firms share a dedication to similar values and a client-focused culture. She mentioned the excitement surrounding the resources and capabilities that the collaboration would introduce to their existing and future clients.
This acquisition underscores a broader trend of consolidation within the financial advisory space, where larger firms are merging with or acquiring smaller, established entities. This trend not only provides a pathway for growth but also reflects a market that values comprehensive, personalized financial planning services.
Mary Beth Gray at Kleinbard LLC provided legal counsel to Marshall Financial during this acquisition, while DeVoe Company, known for its investment banking expertise for RIAs, represented Marshall in the negotiations. The deal demonstrates the synergy between Creative Planning and Marshall Financial in creating a well-rounded advisory service grounded in decades of experience and client service.
As of late September 2025, Creative Planning operates with an industry-leading presence, managing over $390 billion in assets through its various affiliates across the United States and 90 countries worldwide. This acquisition further positions Creative Planning as a formidable player in the marketplace, allowing them to deliver expanded advisory services tailored to the unique financial landscapes of their clients.
For those looking to learn more about how Creative Planning can assist with financial planning, wealth management, retirement planning, and tax strategies, additional information can be found on their website at www.creativeplanning.com. This merger not only signifies a milestone for both firms but also sets the stage for what promises to be an exciting new chapter in the evolution of wealth management services in the U.S.
Based in Doylestown, Pennsylvania, Marshall Financial has built a formidable reputation over its 50-year history as a registered investment advisor (RIA). The firm specializes in a holistic approach to wealth management, offering services that encompass investment advisory, cash flow management, risk assessment, estate planning, and more. Notably, the firm's expertise extends to essential areas such as educational funding and charitable giving, as well as tax minimization strategies.
Peter Mallouk, President and CEO of Creative Planning, emphasized the value that Marshall Financial brings to the table. In his statement, he noted how the firm’s exceptional reputation and extensive expertise align seamlessly with Creative Planning's mission and services. This acquisition signifies an opportunity for current and potential clients to benefit from an expanded suite of services and unparalleled personalized attention.
The integration of Marshall Financial into Creative Planning promises to enhance the offerings available to clients. Paula Nangle, President and Senior Wealth Advisor at Marshall Financial, expressed her enthusiasm about the merger, highlighting that both firms share a dedication to similar values and a client-focused culture. She mentioned the excitement surrounding the resources and capabilities that the collaboration would introduce to their existing and future clients.
This acquisition underscores a broader trend of consolidation within the financial advisory space, where larger firms are merging with or acquiring smaller, established entities. This trend not only provides a pathway for growth but also reflects a market that values comprehensive, personalized financial planning services.
Mary Beth Gray at Kleinbard LLC provided legal counsel to Marshall Financial during this acquisition, while DeVoe Company, known for its investment banking expertise for RIAs, represented Marshall in the negotiations. The deal demonstrates the synergy between Creative Planning and Marshall Financial in creating a well-rounded advisory service grounded in decades of experience and client service.
As of late September 2025, Creative Planning operates with an industry-leading presence, managing over $390 billion in assets through its various affiliates across the United States and 90 countries worldwide. This acquisition further positions Creative Planning as a formidable player in the marketplace, allowing them to deliver expanded advisory services tailored to the unique financial landscapes of their clients.
For those looking to learn more about how Creative Planning can assist with financial planning, wealth management, retirement planning, and tax strategies, additional information can be found on their website at www.creativeplanning.com. This merger not only signifies a milestone for both firms but also sets the stage for what promises to be an exciting new chapter in the evolution of wealth management services in the U.S.
Topics Financial Services & Investing）
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