Creative Planning, a US registered investment adviser, agreed to acquire OptiFour, which provides financial planning, investment management, trust, legal and tax services. Financial terms were not disclosed. "Mark and Wes have done a remarkable job building a firm that, like Creative, looks to help clients in all aspects of their financial lives. They have shown this level of client service not because the market forced them to, but rather for decades, simply because it was the right thing to do. We are proud to have them on our team," Peter Mallouk, Creative Planning CEO.