Creative Planning Acquires Kistler-Tiffany


October 9, 2023

On October 3, 2023, Creative Planning Inc. announced that it acquired Kistler-Tiffany Advisors.

Under the terms of the transaction, Creative Planning Inc. (“Creative Planning”) acquired Kistler-Tiffany Advisors (“KTA”) with a mixture of cash and stock. Further terms of the deal were not disclosed.

Creative Planning, based in Overland Park, Kansas, is an independent wealth management firm that provides clients investment management services, including retirement planning, trust services, estate planning, tax advice and family office services. Creative Planning also offers 401(k) and institutional money management. Creative Planning manages over $245 billion in assets as of July 1, 2023.

KTA, based in Berwyn, Pennsylvania, is a registered investment advisor that provides comprehensive financial planning, investment management and tax planning services for high net worth and ultra-high net worth clients. KTA has over $1.3 billion in assets under management. DeVoe & Company advises KTA on the transaction.

To read the press release: please click here

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