A New York City-based firm that deals with a lot of professional athletes, entertainers and other high net worth clients is the latest acquisition for Creative Planning LLC.
It was announced today that The Doman Group (TDG), with offices across the street from world-famous Madison Square Garden, has joined forces with Overland Park, Kan.-based Creative Planning, one of the largest Registered Investment Advisers in the country.
TDG is a federally registered investment advisor that was born out of Managing Director Mark Doman’s belief that holistic wealth management should extend far beyond investment advice. TDG offers a wide variety of services including investment management, financial planning, tax preparation, family office services, alternative investment analysis, relocation services and more. TDG is focused exclusively on high-net and ultra-high net worth households for executives and business owners with a unique specialty service for professional athletes and entertainers.
“With The Doman Group, we are adding one of the nation’s leading firms that services the unique needs of younger high net worth clients such as business owners, technology entrepreneurs, entertainers and professional athletes.”
Peter Mallouk, Creative Planning
“Mark and The Doman Group have impressed us for quite some time,” said Peter Mallouk, CEO of Creative Planning. “With The Doman Group, we are adding one of the nation’s leading firms that services the unique needs of younger high net worth clients such as business owners, technology entrepreneurs, entertainers and professional athletes. Not only was Mark Doman and his team’s experience in the field a major fit for us, but so was TDG’s company values and culture. It was evident immediately that this would be a good fit.”
Prior to founding TDG, Doman opened and managed the New York City offices of True Capital Management, where he advised athletes and high net worth individuals on their investment portfolios.
“I could not be more excited for this new partnership with Creative Planning,” Doman said. “Peter and I have a shared vision, where financial planning should be the true north for client’s decisions regarding their wealth management, estate planning, insurance, tax planning and other ancillary financial services. With our ever-growing practice at TDG, we are thrilled to join forces with Creative Planning to further scale and expand our service offerings to our clients.”
Creative Planning will leverage The Doman Group’s vast experience to continue to accelerate growth in the high-net-worth space in the New York region and continue to expand The Doman Group’s thriving sports and entertainment practice throughout the United States.
Creative Planning manages over $100 billion in assets across all 50 states and 65 countries, as of March 1, 2022.
SEE ALSO:
• Creative Planning Buys Paradigm Financial Advisors
• California RIA Firm Latest Acquisition for Creative Planning
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
