Creative Planning Adds $900M Pennsylvania Firm
Yahoo Finance·2025-12-09 17:33
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Creative Planning’s latest acquisition is a Pennsylvania-based RIA that will boost the company’s headcount by 19 employees and more than $900 million in assets under management. Marshall Financial Group is based in Doylestown, Penn., with a history spanning five decades in wealth management and financial planning. The firm offers integrated financial planning, focusing on investments, cash flow, r ...