Creative Planning Expands Its Financial Services with Rockbridge Acquisition for Syracuse Families

Creative Planning's Strategic Acquisition

Creative Planning, LLC, recognized as one of the largest independent wealth management firms in the United States, recently announced its acquisition of Rockbridge Investment Management, a prominent fee-only fiduciary wealth management firm based in Syracuse, New York. This strategic partnership, finalized on November 2, 2026, signifies a growth of approximately $2.2 billion in assets under management for Creative Planning, along with the addition of 23 skilled employees.

Expanding Financial Capabilities in Central New York

This acquisition is particularly significant for families in the Syracuse area, as it enhances the range of financial planning and investment management services available to them. Peter Mallouk, the CEO of Creative Planning, expressed his enthusiasm about the merger, stating, "We’re excited to welcome the Rockbridge team and its clients to Creative Planning. Rockbridge has built its reputation in Central New York on in-depth financial planning and a thoughtful client experience, and that commitment mirrors how we approach our work. Together, we can bring Syracuse-area families a full range of integrated wealth management, including tax and estate planning."

Founded in 1991, Rockbridge has dedicated over three decades to assisting individuals and families in preparing for a secure retirement. The firm offers comprehensive financial services, including retirement planning, estate planning, insurance planning, business succession planning, and tax coordination. This wide array of offerings aligns closely with Creative Planning’s objectives.

A Shared Vision for Client-Centric Services

In a joint statement, Rockbridge CEO Patrick Rohe and Managing Partner David Carroll emphasized the compatibility of both firms, noting, "From our first conversation with Peter Mallouk, it was clear that Creative Planning was the right next step for our clients and for our team. We share his vision for where the RIA industry is headed. Clients have increasingly requested coordinated services like estate planning and tax preparation. This merger enables us to provide that fully integrated experience, inclusive of dedicated CPAs and estate planning professionals."

The transaction not only merges operations but also brings a considerable enhancement to the client experience. Rockbridge’s clients will continue to receive personalized service from their existing advisors while gaining access to the expanded services provided by Creative Planning, which includes tax preparation, estate planning, legal, trust, and retirement plan services. This addition of complementary services is set to significantly enrich the client journey and satisfaction.

Aligning Firm Principles

Both firms share a fee-only, fiduciary approach, emphasizing the importance of aligning their interests with those of their clients. Creative Planning’s planning-led methodology resonates well with Rockbridge’s established practice, making this acquisition a conducive partnership designed to further benefit their clients.

Michael Stanczyk of Lynn D'Elia Temes Stanczyk served as the legal counsel in this acquisition, while Alaris Acquisitions acted as the exclusive merger adviser to Rockbridge Investment Management.

Conclusion

As Creative Planning integrates Rockbridge into its operations, Syracuse-area families can look forward to enhanced financial planning services. This merger aims to foster an environment where informed financial decision-making is supported by a comprehensive portfolio of resources. With a commitment to a client-first philosophy, both Creative Planning and Rockbridge are poised to deliver excellence in the wealth management realm for years to come.