Creative Planning Announces 3 More RIA Deals

“Joining Creative Planning was the best possible solution given their industry-leading long-term commitment to building out robust solutions in all the essential facets of the wealth management business,” he said in the announcement. The acquisition by Creative Planning will bring additional capabilities to Heritage Way clients, he added.

Hatton Consulting

The Hatton Consulting acquisition was announced by Creative Planning on Wednesday.

Hatton works mainly with key executives and managers, business owners, pre-retirees and retirees, widows and widowers, Creative Planning said.

Tim Hatton, president of Hatton, founded that firm in 1999 with the goal of providing objective, client-focused investment and wealth management services to his clients, according to Creative Planning.

Saying the Hatton team will “make an excellent addition to the Creative Planning family,” Mallouk noted: “Not only do they have decades of experience and industry-leading credentials under their belt, but their value system based on integrity, expertise, and service is exactly what we look for in these types of deals.”

Post-acquisition, “we can now seamlessly tie investment management, estate planning, tax and insurance strategies together so each client can be confident that all elements of their financial plan are working optimally within a fiduciary standard of care,” according to Tim Hatton.

Resource Management

Resource Management is a fee-only advisory firm specializing in financial planning, family enterprise advising and asset management for families and businesses globally, according to Creative Planning, which announced that deal on Tuesday.

Randy Waesche, Resource Management CEO and president, has made it his firm’s “mission to make a meaningful impact on their clients lives by helping them navigate through an ever-changing world of investments, taxes, accounting, and economics,” according to Creative Planning.

“Randy and his team all exemplify what it is we look for in deals like these,” Mallouk said in a statement. “Their expertise in working with closely held businesses, professionals, and high net worth individuals along with their strong core values and beliefs made this a perfect fit and we are excited for what is to come.”

(Pictured: Peter Mallouk, CEO of Creative Planning)