Creative Planning Strengthens Wealth Management with Acquisition

Creative Planning Expands Its Wealth Management Services

Creative Planning is making waves in the investment advisory arena by announcing their acquisition of Edmonds Duncan Registered Investment Advisors. This acquisition enhances their service offerings significantly and showcases their commitment to providing clients with personalized financial solutions.

About Edmonds Duncan

Founded in 2013 by experienced professionals Jason Edmonds and Don Duncan, Edmonds Duncan has carved a niche for itself in the wealth management landscape. Over the years, they have developed deep trust and loyalty among their clients, some of whom have been with the firm since the late 1960s. With around $550 million in assets under management, they serve approximately 600 families, ensuring that each client receives tailored financial strategies aligned with their unique goals.

A Stronger Together

Peter Mallouk, the CEO of Creative Planning, expressed enthusiasm for the merger, citing the complementary philosophies of both firms. "The commitment of Edmonds Duncan towards personalized experiences resonates deeply with our values at Creative Planning. Their local presence enhances our ability to serve clients even more effectively, providing them with tailored insights and strategies for a secure financial future," he noted.

Expansion and Growth

The acquisition marks Creative Planning's strategic move into new territories, following a series of successful acquisitions throughout the year. This partnership is part of their ongoing efforts to broaden their geographical reach and enhance wealth management services. It further solidifies Creative Planning's position as a leader in the industry, recognized for its comprehensive approach to investment management, retirement planning, and estate solutions.

Comprehensive Financial Solutions

Creative Planning is well-regarded for its wide-ranging services including not just investment management, but also estate planning, tax strategies, and trust services. By integrating Edmonds Duncan's capabilities, they aim to provide an unparalleled level of service to their clients, ensuring that all their financial needs can be met under one roof.

Client-Centric Philosophy

At the heart of both firms lies a client-centric approach. This merger signifies a shared commitment to integrity, transparency, and personalized care. Clients can expect continued excellence in service as both teams collaborate to advance their wealth management offerings.

Looking Ahead

The future looks promising for Creative Planning and the clients who will benefit from this expanded team of wealth management experts. As they integrate talents and resources, clients will have access to best-in-class technology and a broader suite of financial planning services. This strategic growth will empower clients to make informed financial decisions with confidence.

Frequently Asked Questions

What is the significance of the acquisition?

The acquisition enhances Creative Planning's service offerings, allowing them to provide more comprehensive wealth management solutions to clients.

Who are the founders of Edmonds Duncan?

The firm was founded in 2013 by Jason Edmonds and Don Duncan, both of whom have years of experience in the investment industry.

How much does Edmonds Duncan manage in assets?

As of the latest report, Edmonds Duncan manages approximately $550 million in assets.

What services does Creative Planning offer?

Creative Planning offers a full spectrum of wealth management services including investment management, estate planning, and tax planning among others.

What is the philosophy of both firms post-merger?

Both firms share a commitment to client-centered service, integrity, and providing personalized financial strategies tailored to individual client needs.

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