Creative Planning Acquires Maxwell

INVESTMENT MANAGEMENT DEALS BLOG

March 17, 2025

On February 18, 2025, Creative Planning announced its acquisition of Maxwell Wealth Strategies.

Creative Planning announced on February 18, 2025, that it acquired Maxwell Wealth Strategies (“Maxwell”). Maxwell’s financial team will join Creative Planning as part of the transaction, which closed on January 17, 2025. 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. As of September 30, 2024, Creative Planning had approximately $345 billion in assets under management.

Maxwell, based in Pleasanton, California, is a registered investment advisor providing investment management, financial planning and risk mitigation services. As of December 2024, Maxwell had $290 million in assets. Decerno Advisors served as exclusive advisor to Maxwell on the transaction.

To read the press release: please click here.

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