OVERLAND PARK, Kan., Feb. 18, 2025 -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced the acquisition of Maxwell Wealth Strategies. Based in Pleasanton, California, Maxwell Wealth Strategies has been a trusted partner to clients seeking financial planning guidance since 2015. The deal was finalized on January 17, 2025.
"This acquisition marks the beginning of a transformative year ahead focused on expanding our reach and enhancing our commitment to exceptional client service. The Maxwell Wealth Strategies team has established themselves as trusted advisors through their dedication to client success," said Peter Mallouk, CEO of Creative Planning. "Their client-centered philosophy and commitment to comprehensive financial planning make them a great addition to our team."
Managing more than $290 million in assets as of December 2024, Maxwell Wealth Strategies brings premier financial advisory services and comprehensive wealth management to their clients. Their experienced team specializes in creating customized strategies that encompass investment management, financial planning and risk mitigation, all while maintaining an unwavering focus on their clients' long-term financial success.
"Our clients have always been at the heart of every decision we make," said Eric Maxwell, CEO of Maxwell Wealth Strategies. "Joining Creative Planning allows us to bring additional depth and resources to these valued relationships while maintaining the personal attention and customized service our clients expect."
Decerno Advisors served as exclusive advisor while Carter West served as legal counsel to Maxwell Wealth Strategies in the transaction.
As of September 30, 2024, Creative Planning and its affiliates have combined assets under management and advisement exceeding $345 billion. With a global footprint spanning all 50 states and 90 countries, Creative Planning remains steadfast in its mission to empower financial well-being and prosperity.
About Creative Planning
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning and its affiliates have more than $345 billion in combined assets under management and advisement across all 50 states and 90 countries as of September 30, 2024. United Capital Financial Advisors is an affiliate of Creative Planning.
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