On October 21, 2025, Creative Planning announced its acquisition of Financial Abundance.
Creative Planning announced on October 21, 2025, its acquisition of Financial Abundance. Under the terms of the deal, which closed on September 30, 2025, the Financial Abundance team will join Creative Planning. Further terms of the transaction were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment advisor that provides financial planning, investment management and retirement planning services. Creative Planning has approximately $390 billion in assets under management.
Financial Abundance, based in State College, Pennsylvania, is a registered investment advisor offering comprehensive and customized financial planning services. Financial Abundance has approximately $275 million in assets under management.
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