IQ Financial Advisor – Content Page

Creative planning says he made another acquisition, this time in the greater St. Louis area.

The latest addition is Paradigm Financial Advisorsa registered owner-operated investment advisory firm Jim Red which offers financial planning, investment management, tax planning and multigenerational estate planning to high net worth clients and their families, according to Creative Planning. Paradigm oversees more than $600 million in client assets, according to Creative Planning.

The companies did not disclose financial terms of the deal.

As part of the acquisition, Reding has become a partner in Creative Planning and will serve as general manager of the St. Louis office.

Creative Planning says it will leverage the skills of the Paradigm team to bolster its high-net-worth services, with plans to bring in more lawyers and chartered accountants to establish a new “hub” in Saint -Louis offering estate planning, tax planning and taxation. preparation services in the Midwest region.

Last month, Creative Planning said it acquired California-based RIA for $2 billion. Reilly Financial Advisors,

Creative Planning, based in Overland Park, Kansas, says it now has more than $100 billion in client assets in all 50 US states and 65 countries. The company says it has growth plans in place through 2022.

Do you have a topical tip that you would like to share with FA-IQ? Email us at [email protected].

Back To Top