Creative Planning to acquire SBSB.

Creative Planning, an investment advisory firm, agreed to acquire Sullivan, Bruyette, Speros & Blayney, a financial advisory firm. Financial terms were not disclosed. "We searched for a partner with great leadership that shared our fiduciary mindset and our comprehensive, financial planning-led approach to wealth management. Creative Planning checks all those boxes and will help us greatly expand our client services with in-house access to estate planning, insurance planning and corporate trustee services. We remain focused on delivering outstanding service and advice to our clients and couldn't be more thrilled to be joining the Creative Planning team," Greg Sullivan, SBSB Co-Founder.