M&A Deal Summary

Creative Planning Acquires Castle Wealth Advisors

On April 27, 2021, Creative Planning acquired financial services company Castle Wealth Advisors

Acquisition Highlights
  • This is Creative Planning’s 8th transaction in the Financial Services sector.
  • This is Creative Planning’s 12th transaction in the United States.
  • This is Creative Planning’s 2nd transaction in Indiana.

M&A Deal Summary
Date 2021-04-27
Target Castle Wealth Advisors
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition

Target

Castle Wealth Advisors

Indianapolis, Indiana, United States
Castle Wealth Advisors combines three companies: Castle Financial Group®, Castle Investment Advisors® (the SEC registered advisory firm) and Castle Valuation Group® to provide comprehensive personal and business financial services. Castle Wealth Advisors was founded in 1973 and is based in Indianapolis, Indiana.

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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 12 of 34
Sector (Financial Services) 8 of 21
Type (Add-on Acquisition) 10 of 30
State (Indiana) 2 of 2
Country (United States) 12 of 34
Year (2021) 2 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-02-03 IRON Financial - Retirement Plan Division

Northbrook, Illinois, United States

IRON Financial's Retirement Plan Division is a provider of retirement solutions since 1996 and is based in Northbrook, Illinois.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-05-04 SBSB Financial Advisors

McLean, Virginia, United States

SBSB Financial Advisors offers comprehensive financial planning, investment management, and tax preparation services for high net worth and ultra-high net worth clients. SBSB was formed in 1991 and is based in McLean, Virginia.

Buy -
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