On March 12, 2026, Creative Planning announced that it acquired Duncan & Haley.
Creative Planning announced, on March 12, 2026, that it acquired Duncan & Haley (“D&H”). Under the terms of the transaction, John Haley, Founder and President of D&H, will join Creative Planning. Further terms of the deal were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment advisor offering retirement planning, estate planning, trust services, tax advice and family office services. As of December 2025, Creative Planning has approximately $700 billion in assets under management.
D&H, based in Seattle, Washington, is a registered investment advisor offering investment, tax strategies, retirement planning, estate planning and trust services. D&H has approximately $660 million in assets under management.
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