Tag: Creative Planning

Creative Planning acquires RIA advisory firm TrueWealth

businessnewstoday- September 2, 2020 0

Creative Planning, a US-based registered investment adviser (RIA), has acquired Atlanta-based TrueWealth for an undisclosed price. TrueWealth is a registered investment advisory firm, which offers financial ... Read More

Cincinnati-based RIA Lenox Wealth Management acquired by Creative Planning

businessnewstoday- August 12, 2020 0

Creative Planning, a US registered investment adviser (RIA), has acquired Lenox Wealth Management, an RIA firm in Cincinnati, Ohio, for an undisclosed price. Lenox Wealth ... Read More