On January 13, 2026, Creative Planning announced its acquisition of Baseline Wealth Management.
Creative Planning announced, on January 13, 2026, its acquisition of Baseline Wealth Management (“Baseline”). The transaction adds 14 employees to Creative Planning. Further terms of the transaction were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment advisor offering investment management, financial planning, tax planning, trust, and retirement services. As of December 31, 2025, Creative Planning and its affiliates had approximately $700 billion in assets under management. Houlihan Lokey served as financial advisor to Creative Planning.
Baseline, based in Geneva, Switzerland, is a registered investment advisor offering investment management, pension plan management, and wealth planning services. Baseline has approximately $1 billion in assets under management. P2M Advisory served as Baseline’s M&A advisor in the transaction.
To read the press release: please click here.