OVERLAND PARK, Kan., December 9, 2025 — Artistic Planning, one of many nation’s largest registered funding advisors (RIAs), right this moment introduced it has acquired Marshall Monetary Group (Marshall Monetary), a longtime RIA in Doylestown, Pennsylvania. The acquisition provides 19 staff and greater than $900 million in belongings below administration to Artistic Planning.
“Marshall Monetary has a 50-year historical past of serving to shoppers with wealth administration and monetary planning. Their impeccable status within the business, together with their intensive expertise, is a welcome addition to the Artistic Planning staff,” mentioned Artistic Planning President and CEO Peter Mallouk.
Marshall Monetary offers a complete strategy to wealth administration, providing built-in monetary planning together with funding, money move, threat administration, property and training planning together with charitable giving, tax minimization and different providers.
“We’re proud to affix Artistic Planning,” mentioned Marshall Monetary President and Senior Wealth Advisor Paula Nangle, CFP®. “Each corporations share the identical values, tradition and personalised strategy to shopper service. Moreover, we’re excited concerning the broad suite of providers and capabilities Artistic Planning can supply our present and future shoppers.”
Mary Beth Grey at Kleinbard LLC served as Marshall Monetary’s authorized counsel, and DeVoe & Firm, an funding financial institution and consulting agency to RIAs, represented Marshall Monetary within the transaction.
About Artistic Planning
Artistic Planning, LLC is an unbiased wealth administration agency that gives a monetary planning-led funding administration strategy, retirement planning, belief providers, tax planning and household workplace providers for people in addition to 401(ok) and institutional shoppers. Artistic Planning and its associates have greater than $390 billion in mixed belongings below administration and advisement throughout all 50 states and 90 nations as of September 30, 2025. United Capital Monetary Advisors is an affiliate of Artistic Planning, LLC. For extra info, go to www.creativeplanning.com.
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