M&A Deal Summary |
|
|---|---|
| Date | 2025-12-09 |
| Target | Marshall Financial Group |
| Sector | Financial Services |
| Buyer(s) | Creative Planning |
| Deal Type | Add-on Acquisition |
| Advisor(s) | DeVoe & Company (Financial) Kleinbard (Legal) |
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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 | 43 of 43 |
| Sector: Financial Services M&A | 27 of 27 |
| Type: Add-on Acquisition M&A Deals | 39 of 39 |
| State: Maryland M&A | 2 of 2 |
| Country: United States M&A | 43 of 43 |
| Year: 2025 M&A | 8 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-12-02 |
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. |
Buy | - |
