Creative Planning acquires US registered investment advisor Burt Wealth

US-based wealthiness absorption steadfast Creative Planning has acquired Burt Wealth Advisors, a registered concern advisor based successful the US.

The transaction, said to beryllium Creative Planning’s 15th acquisition successful the past 2 years, adds $1bn successful assets nether absorption (AUM) to its portfolio.

Established successful 1985, Burt Wealth Advisors provides fiscal readying services including status planning, taxation strategies, acquisition funding, property planning, and concern planning.

The institution besides provides portfolio and concern management, arsenic good arsenic enactment for wealthiness transfer, estate, and charitable planning.

It works with clients connected their property medication and organisation to maximise property worth by reducing taxes and expenses.

Burt Wealth president Fred Cornelius and enforcement vice-president Maria Cornelius, successful a associated statement, said: “Joining Creative Planning gives our clients entree to its afloat suite of services portion preserving the idiosyncratic interaction that has defined Burt Wealth since its inception.

“Both of our firms judge successful doing what's close for clients, investing successful semipermanent relationships and fostering a collaborative situation wherever advisors tin bash their best.”

Creative Planning offers a scope of services to individuals, 401(k) plans, and organization clients.

The institution offers services including concern management, status planning, spot services, taxation planning, and household bureau solutions.

Creative Planning and its affiliates negociate and counsel connected much than $390bn successful assets crossed each 50 states and 90 countries, arsenic of 30 September 2025.

Gorman Jones acted arsenic the exclusive fiscal advisor to Burt Wealth connected this acquisition.

Creative Planning president and CEO Peter Mallouk said: “We're thrilled to person Burt Wealth articulation Creative Planning.

“Their 3 decades of experience, precocious level of professionalism and committedness to putting clients archetypal align perfectly with Creative Planning's values and imaginativeness for the future.”

"Creative Planning acquires US registered concern advisor Burt Wealth " was primitively created and published by Private Banker International, a GlobalData owned brand.

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