Creative Planning, one of the nation’s largest registered investment advisers (RIAs), has announced it has acquired Marshall Financial Group, an established RIA in Doylestown, Pa. The acquisition adds 13 employees and more than $900 million in assets under management to Creative Planning.
Marshall Financial provides a comprehensive approach to wealth management, offering integrated financial planning including investment, cash flow, risk management, estate and education planning along with charitable giving, tax minimization and other services.
Kleinbard served as Marshall Financial’s legal counsel, and DeVoe & Co., an investment bank and consulting firm to RIAs, represented Marshall Financial in the transaction.
