Creative Planning Expands Its East Coast Presence with Acquisition of Financial Abundance

Creative Planning Expands Its East Coast Presence with Financial Abundance Acquisition

On October 21, 2025, Creative Planning, one of the country's leading registered investment advisors (RIAs), made headlines with its acquisition of Financial Abundance, an RIA based in Pennsylvania. This strategic move is expected to significantly bolster Creative Planning's assets under management (AUM) by over $275 million. This acquisition marks a pivotal moment for the firm as it continues to expand its reach throughout the East Coast.

Background on Financial Abundance

Founded by Paul Nichols, Financial Abundance has been a trusted partner for families and individuals seeking comprehensive financial planning for more than two decades. The firm is known for customizing financial strategies that prioritize education and empowerment among its clients. Nichols and his team firmly believe that by educating clients on the intricacies of financial management, they can help instill confidence and peace of mind regarding their financial futures.

Reflecting on the acquisition, Peter Mallouk, President and CEO of Creative Planning, expressed his enthusiasm for the new partnership, stating, "Financial Abundance shares our values and client-centered approach. Their vast knowledge and expertise will be a welcome addition to the Creative Planning team, boosting our presence on the East Coast." This synergy aligns both firms in their commitment to providing high-quality financial services to clients.

The Role of Financial Abundance in Creative Planning's Expansion

The integration of Financial Abundance is not merely about assets; it brings valuable services that complement Creative Planning's existing offerings. Financial Abundance has cultivated a diverse range of services, including advanced financial coaching and planning strategies designed to navigate the complexities of investment. With this acquisition, Creative Planning enhances its arsenal of services, further solidifying its reputation in wealth management.

Moreover, Nichols has been instrumental in educating thousands through seminars and workshops, sharing platforms with esteemed figures like Ronald Reagan, Colin Powell, and General Schwarzkopf. His rich history in client education aligns perfectly with Creative Planning's mission to deliver personalized investment management.

Looking Ahead

The acquisition of Financial Abundance is Creative Planning's 14th acquisition in a two-year span, demonstrating the firm's aggressive growth strategy and its ambition to penetrate new markets effectively. With resources from Creative Planning, Financial Abundance aims to enhance their service delivery, enabling them to continue fulfilling their mission of peace of mind for their clients.

"Creative Planning's resources and national footprint, along with their extensive in-house legal, estate, and tax services, will enable us to continue our mission of providing peace of mind to our clients," Nichols added, underscoring the mutual benefits of this partnership.

About Creative Planning

As a firm steadfast in its growth, Creative Planning, LLC is known for its distinct approach to wealth management that encompasses financial planning-led investment management, retirement planning, trust services, tax planning, and family office services. Creative Planning and its affiliates manage over $390 billion in combined assets across all 50 states and 90 countries, reflecting an unparalleled trust in their services.

For more information about Creative Planning and its services, interested parties are encouraged to visit www.creativeplanning.com. This strategic acquisition is a testament to Creative Planning's commitment to expanding its capabilities and ensuring its clients receive the best possible financial advice and services.