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Creative Planning Acquisition Bolsters Its East Coast Presence

Creative Planning acquires Delaware-based Daniels + Tansey.

Posted December 4, 2023

Overland Park-based Creative Planning has acquired a financial advisory firm in Delaware-based Daniels + Tansey.

The firm specializes in tax and investment services for individuals and small businesses. Daniels + Tansey notably serves 150 high-income individuals with approximately $535 million in assets under management, according to a March filing for the Securities and Exchange Commission.

“We are delighted to extend a warm welcome to the accomplished team at Daniels + Tansey as they become part of the Creative Planning family,” CEO of Creative Planning Peter Mallouk said. “Their team of industry experts is dedicated to delivering comprehensive wealth solutions with a personal touch, a philosophy that aligns seamlessly with Creative Planning’s values.”

Creative Planning has over $245 billion in assets under management, in all 50 states including 65 countries, as of July 1.