M&A Deal Summary

Creative Planning Acquires Miller Financial Management

On August 18, 2020, Creative Planning acquired financial services company Miller Financial Management

Acquisition Highlights
  • This is Creative Planning’s 6th transaction in the Financial Services sector.
  • This is Creative Planning’s 9th transaction in the United States.
  • This is Creative Planning’s 1st transaction in Indiana.

M&A Deal Summary
Date 2020-08-18
Target Miller Financial Management
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition

Target

Miller Financial Management

Fishers, Indiana, United States
Miller Financial Management LLC is a provider of comprehensive financial planning and investment management for clients with approximately $150 million in Assets Under Management.

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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 9 of 34
Sector (Financial Services) 6 of 21
Type (Add-on Acquisition) 8 of 30
State (Indiana) 1 of 2
Country (United States) 9 of 34
Year (2020) 5 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-08-11 Lenox Wealth Management

Cincinnati, Ohio, United States

Lenox Wealth Management is a Registered Investment Advisory firm that provides comprehensive financial planning and investment management for clients with approximately $600 million in Assets Under Management.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-09-01 TrueWealth

Atlanta, Georgia, United States

TrueWealth LLC provides comprehensive financial planning and investment management for clients with approximately $1.6 billion in Assets Under Management. TrueWealth was established in 1999 and is based in Atlanta, Georgia.

Buy -
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