MUNCIE, Ind. (Inside INdiana Business) – Kansas-based Creative Planning Inc. is acquiring Miller Financial Management, a registered investment advisory firm in Muncie. Creative Planning says the acquisition will allow it to expand into the greater Indianapolis market.
Miller Financial Management provides financial planning and investment management for clients with approximately $150 million in assets.
“We built our practice over the past 18 years by always striving to put client interests first,” said Andrew Miller, partner of Miller Financial Management. “As we looked forward to the future for Miller Financial Management and our clients, it became clear that we needed to partner with a firm that would help us provide continuity of service to our clients. We sought a firm that shared our vision for a client experience centered around financial planning and fiduciary values and we think Creative Planning shares our vision for that client experience.”
Financial terms of the deal were not disclosed.