Creative Planning Acquires TDG


March 10, 2022

On March 1, 2022, it was announced that Creative Planning LLC acquired The Doman Group, LLC.

Under the terms of the transaction, Creative Planning LLC (“Creative Planning”) acquired The Doman Group, LLC (“TDG”). Further terms of the deal 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.

TDG, based in New York, New York, is a registered investment adviser that offers a wide variety of services including investment management, financial planning, tax preparation, family office services, alternative investment analysis, relocation services and more.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.