Announced
Completed
Synopsis
Creative Planning, an independent wealth management firm and registered investment advisor, completed the acquisition of Lenox Wealth Management, a wealth and asset management firm located in Cincinnati. Financial terms were not disclosed. "John Lame and the Lenox team have built an independent wealth management firm that mirrors the Creative Planning values of independence and a financial planning led investment approach. We welcome John and his team to the Creative Planning family," Peter Mallouk, Creative Planning CEO.
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