Overview

I recently merged my firm, Paradigm Financial Advisors, with Creative Planning and I am interested in acquiring other RIA firms in the area that are looking for an exit plan.
Creative Planning is the fastest growing RIA in the country because we provide comprehensive wealth management services for our clients. We are fiduciary advisors and we act in the best interest of our clients at all times. CP has over 50 CPAs that run tax projections for our clients and they also prepare tax returns. CP also has over 30 Attorneys that draft estate planning documents for our clients and we have experienced attorneys that specialize in corporate law, real estate and business sales. CP has a Trust Company and we have a dedicated team that provides estate administration services after a client passes away. We recently built a beautiful new 14,000 square foot office building in Des Peres and we have plenty of room to grow. Our team of Wealth Managers can help transition your clients and you can have peace of mind knowing that they will be taken care of for generations to come.

Let me know if you are interested in discussing a potential exit strategy for your business.

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