On February 1, 2022, Creative Planning Inc. announced it had acquired Paradigm Financial Advisors.
Under the terms of the transaction, Creative Planning Inc. (“Creative Planning”) acquired Paradigm Financial Advisors (“Paradigm”). Paradigm owner Jim Reding will join Creative Planning as equity partner and managing director of Creative Planning’s St. Louis office. The rest of Paradigm’s professional staff will also join Creative Planning. Further terms were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment adviser specializing in family office and estate planning services. Creative Planning serves both individual and institutional clients.
Paradigm, based in St. Louis, Missouri, is registered investment advisor. Paradigm has over $600 million in assets under management. Echelon Partners acted as Paradigm’s investment banker on the deal.
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