Creative Planning adds $600 million RIA
Paradigm Financial Advisors will become the core of a St. Louis ‘hub’ that will provide estate planning, tax planning and tax preparation services.
Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $100 billion, has acquired Paradigm Financial Advisors, an RIA managing $600 million in Des Peres, Missouri.
Paradigm’s advanced planning expertise and plans to hire additional attorneys and accounts will b
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