Creative Planning has acquired North Bethesda–based Burt Wealth Advisors, expanding its footprint and adding $1 billion in assets under management. The deal marks Creative Planning’s 15th acquisition in two years as the firm continues accelerating its nationwide growth.
Founded in 1985, Burt Wealth brings a long-standing client base and a planning-first approach focused on tax strategy, education funding, and estate, business, and retirement planning. By joining Creative Planning, Burt Wealth clients gain access to an expanded suite of wealth, tax, trust, and family office services.
Creative Planning CEO Peter Mallouk said the firms are aligned in philosophy, professionalism, and commitment to long-term client relationships. Burt Wealth’s leadership, Fred Cornelius and Maria Cornelius, said the merger preserves the firm’s personal touch while unlocking broader resources for clients.
Creative Planning now manages and advises over $390 billion in assets across all 50 states and 90 countries, as of Sept. 30, 2025.
KEY QUOTES
“We’re thrilled to have Burt Wealth join Creative Planning. Their experience, professionalism, and client-first values align perfectly with our vision for the future.”
Peter Mallouk, President & CEO, Creative Planning
“Joining Creative Planning gives our clients access to its full suite of services while preserving the personal touch that has defined Burt Wealth since its inception.”
Fred Cornelius & Maria Cornelius, Burt Wealth Advisors
