Tentt

Creative Planning Acquires Baseline Wealth Management

Announced
Financial ServicesAdd-on

Deal Overview

Creative Planning has acquired Baseline Wealth Management as its first international RIA add-on. The announcement positions the deal as an expansion of Creative Planning’s wealth-management footprint through a platform acquisition.

Baseline Wealth Management will operate within Creative Planning’s broader wealth-management structure following the transaction.

Key Details

Transaction
Creative Planning acquires Baseline Wealth Management

Source

Read full article on news.google.com

via GN - wealth management RIA · January 13, 2026

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