Creative Planning Acquires Financial Planning Firm Kistler-Tiffany Advisors, $1B In Assets

Posted October 5, 2023

Creative Planning has acquired Pennsylvania-based Kistler-Tiffany Advisors, a registered investment advisory firm with $1 billion in assets.

Creative Planning announced on Tuesday its latest acquisition of Kistler-Tiffany Advisors. The firm was founded in 1974 and specializes in working with family-owned and privately-held businesses.

“We are excited to welcome the Kistler-Tiffany Advisors team joining our firm,” CEO of Creative Planning, Peter Mallouk said in a release. “Their commitment to nurturing relationships and leveraging creative talents aligns with our client-centric philosophy. And their unparalleled expertise in wealth management, estate planning, and business succession, combined with their dedication to personalization, perfectly complements our mission of delivering holistic financial solutions.”

This purchase marks Creative Planning’s fifth this year.

View the full news release, here.