Creative Planning acquires Resource Management LLC

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Louisiana-based RIA manages $1.9 billion in assets under management

OVERLAND PARK, Kan., April 5, 2022 /PRNewswire/ — Resource Management LLC (Resource Management) has joined forces with Creative Planning LLC, one of the nation’s largest Registered Investment Advisors (“RIA”). Resource Management, with $1.9 billion in assets under management, is a fee-based advisory firm specializing in financial planning, family business consulting and asset management for families and businesses worldwide. Since its inception in 1974, Resource Management has been a pioneer in business planning and wealth management services.

President and CEO, Randy Waesche, has made it its mission at Resource Management to have a meaningful impact on the lives of its clients by helping them navigate an ever-changing world of investing, tax, accounting and economics. With this in mind, Resource Management is enthusiastic and ready to partner with Creative Planning to provide an even better service to its clients.

“Randy and his team all exemplify what we look for in deals like these,” said Pierre Mallouk, President and CEO of Creative Planning. “Their expertise in working with closely held companies, professionals and high net worth individuals, along with their strong core values ​​and beliefs, made them a perfect fit and we’re excited for what’s to come.”

“Creative Planning has built something special, and I envy Peter’s talents and success over the past few years in particular,” Waesche said. “We believe our team will make great partners with Creative Planning and we are thrilled to join a company populated by talented and ethical people.”

With its latest acquisition, Creative Planning advises over $225 billion of assets in all 50 states and 65 countries with continued growth plans through 2022. In addition, DeVoe & Co. served as financial advisor to Resource Management on the transaction.

About creative planning
Creative Planning, LLC is an independent wealth management firm that provides an investment management approach focused on financial planning, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning advises over $225 billion assets in all 50 states and 65 countries, December 31, 2021.

Media Contact:
Craig Dietel
jconnell
970-590-4498
[email protected]

SOURCE Creative Planning


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