Creative Planning has completed the acquisition of Marshall Financial Group, adding more than $900 million in assets under management and bringing thirteen additional employees into the firm’s growing national platform. The transaction strengthens Creative Planning’s presence in the Mid-Atlantic region and marks another step in its expansion strategy as one of the country’s largest registered investment advisors.
Marshall Financial Group, based in Doylestown, Pennsylvania, has operated for fifty years and built a reputation for delivering comprehensive wealth management solutions. Its offerings span integrated financial planning, investment and cash flow management, risk mitigation, estate and education planning, charitable giving strategies, tax minimization, and a broader suite of advisory services.
Creative Planning emphasized that the acquisition deepens its capabilities while aligning with its client-first philosophy. Marshall Financial’s team will now be able to access Creative Planning’s nationwide infrastructure and its expanded set of planning, tax, trust, retirement, and family office solutions.
Creative Planning, which manages and advises on more than $390 billion in assets across all 50 states and 90 countries as of September 2025, continues to pursue strategic acquisitions to scale its services and broaden its market reach.
Support: Legal counsel for Marshall Financial was from Mary Beth Gray of Kleinbard, while DeVoe and Company served as the investment banking and consulting advisor on the transaction.
KEY QUOTES:
“Marshall Financial has a fifty 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.”
Peter Mallouk, President and CEO, Creative Planning
“We’re proud to join Creative Planning. 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.”
Paula Nangle, President and Senior Wealth Advisor, Marshall Financial Group
