Home > Press Room

Latest Feature

Newspaper with reading glasses sitting on top of laptop

Creative Planning Strengthens Its Expertise with the Acquisition of Daniels + Tansey

OVERLAND PARK, Kan., Nov. 28, 2023  — Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of Daniels + Tansey. Based in Delaware, Daniels + Tansey is a dynamic firm specializing in integrated financial advisory, tax services, and investment management for individuals, families, and small businesses across the entire wealth spectrum, from accumulation and … Read more


Prefer to discuss over the phone?