On December 9, 2025, Creative Planning announced its acquisition of Marshall Financial Group.
Creative Planning announced, on December 9, 2025, its acquisition of Marshall Financial Group (“Marshall Financial”). The transaction adds 19 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 September 30, 2025, Creative Planning and its affiliates had approximately $390 billion in assets under management.
Marshall Financial, based in Doylestown, Pennsylvania, is a registered investment advisor offering financial, estate, education, and tax planning services. Marshall Financial has approximately $900 million in assets under management. DeVoe & Co. represented Marhsall Financial in the acquisition.
To read the press release: please click here.