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  6. Creative Planning Acquires Burt Wealth Advisors

M&A Deal Summary

Creative Planning Acquires Burt Wealth Advisors

On December 2, 2025, Creative Planning acquired financial services company Burt Wealth Advisors

Acquisition Highlights
  • This is Creative Planning’s 26th transaction in the Financial Services sector.
  • This is Creative Planning’s 42nd transaction in the United States.
  • This is Creative Planning’s 1st transaction in Maryland.

M&A Deal Summary
Date 2025-12-02
Target Burt Wealth Advisors
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition
Advisor(s) Gorman Jones (Financial)

Target

Burt Wealth Advisors

North Bethesda, Maryland, United States
Burt Wealth Advisors is an investment-advisory firm that offers wealth management, financial planning, retirement and tax planning, education funding, estate and charitable planning, and investment management services. Burt Wealth Advisors was founded in 1985 and is based in North Bethesda, Maryland.

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Buyer(S) 1

Buyer

Creative Planning

Overland Park, Kansas, United States
Category Company
Sector Financial Services
DESCRIPTION

Creative Planning is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning is based in Overland Park, Kansas.

DEAL STATS #
Overall 42 of 42
Sector: Financial Services M&A 26 of 26
Type: Add-on Acquisition M&A Deals 38 of 38
State: Maryland M&A 1 of 1
Country: United States M&A 42 of 42
Year: 2025 M&A 7 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-10-21 Financial Abundance

State College, Pennsylvania, United States

Financial Abundance provides advanced planning strategies and financial coaching to help guide clients through the complex issues that can be part of the investing process. Financial Abundance is based in State College, Pennsylvania.

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