Creative Planning Acquires Marshall Financial Group

Creative Planning has acquired Marshall Financial Group, an established RIA in Doylestown, PA. The acquisition adds 19 employees and more than $900 million in assets under management to Creative Planning.

“Marshall Financial has a 50-year history of helping clients with wealth management and financial planning. Their impeccable reputation in the industry, along with their extensive experience, is a welcome addition to the Creative Planning team,” said Creative Planning President and CEO Peter Mallouk.

Marshall Financial provides a comprehensive approach to wealth management, offering integrated financial planning including investment, cash flow, risk management, estate and education planning along with charitable giving, tax minimization and other services.

“We’re proud to join Creative Planning,” said Marshall Financial President and Senior Wealth Advisor Paula Nangle, CFP. “Both companies share the same values, culture and personalized approach to client service. Additionally, we’re excited about the broad suite of services and capabilities Creative Planning can offer our current and future clients.”

Mary Beth Gray at Kleinbard LLC served as Marshall Financial’s legal counsel, and DeVoe & Company, an investment bank and consulting firm to RIAs, represented Marshall Financial in the transaction.

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