Creative Planning, a national investment advisor, has acquired Mosaic Pacific, a Hawaiian financial advisory firm. The deal, finalized on June 30, 2025, adds approximately $430 million in assets under management to Creative Planning’s portfolio.
Founded in 2014, Mosaic Pacific built its reputation on offering comprehensive financial planning alongside unbiased investment management. This acquisition not only strengthens Creative Planning’s presence in the Pacific but also expands its specialized expertise for clients.
A key factor in the acquisition was the strong cultural alignment between the two firms. According to Cory Nakamura of Mosaic Pacific, Creative Planning’s “down-to-earth approach” resonated well with both Mosaic Pacific’s team and their clients.
This marks Creative Planning’s thirteenth acquisition in two years, underscoring its ongoing strategy to expand its geographic reach and wealth management services.
KEY QUOTES:
“What impressed us most about Mosaic Pacific is their dedication to understanding each client’s complete financial landscape. Their approach to wealth management mirrors our own commitment to comprehensive service. We’re thrilled to welcome their talented team to Creative Planning.”
Peter Mallouk, President and CEO of Creative Planning
“This opportunity resonated with us because of Creative Planning’s commitment to the same principles we’ve championed since 2014. Their Investment Committee approach and dedication to client education align perfectly with our client service philosophy. This acquisition allows us to maintain our client-focused approach while bringing our clients additional resources and services.”
Cory Nakamura, Chief Investment Strategist at Mosaic Pacific
