Kansas-based Creative Planning, an independent wealth management firm, recently purchased Doylestown-based Marshall Financial Group.
Marshall Financial provides customers with wealth management, financial planning, estate and education planning, charitable giving, tax minimization and other services.
“Marshall Financial has a 50-year history of helping clients with wealth management and financial planning,” Peter Mallouk, Creative Planning president and CEO, said. “Their impeccable reputation in the industry, along with their extensive experience, is a welcome addition to the Creative Planning team.”
Marshall Financial’s 19 employees and more than $900 million in assets move to Creative Planning.
“We’re proud to join Creative Planning,” Paula Nangle, Marshall Financial president and senior wealth advisor, said. “Both companies share the same values, culture and personalized approach to client service. Additionally, we’re excited about the broad suite of services and capabilities Creative Planning can offer our current and future clients.”
Creative Planning is one of the largest registered investment advisers in the United States. It provides a financial planning-led investment management approach, retirement planning, trust services, tax planning and family office services for individuals, and 401(k) and institutional clients. As of Sept. 30, Creative Planning and its affiliates had more than $390 billion in combined assets under management and advisement in 90 countries.