Creative Planning Adds $660M Seattle Firm
Creative Planning has acquired Seattle-based Duncan & Haley, Ltd., adding $660 million in assets under management and further expanding its footprint in the Pacific Northwest. The deal bolsters Creative Planning’s capabilities across high-net-worth planning and employer-sponsored retirement plans.
Duncan & Haley advises private clients on investing, tax strategies, retirement and estate planning, and trust services, while also supporting workplace plans with ERISA governance, investment oversight and participant education. Founder and President John Haley said rising complexity in areas such as tax, estate and retirement plan governance makes broader, integrated expertise increasingly valuable for clients.
“Duncan & Haley has long shared our belief that integrating financial services into a personalized and coordinated strategy delivers the best results for our clients,” said Creative Planning President and CEO Peter Mallouk. “Together, we can deliver even greater value and insight for our clients’ long-term financial goals.”
This marks Creative Planning’s second deal of 2026, following its first international acquisition of Swiss-based Baseline Wealth Management in January, and comes on the heels of its purchase of Marshall Financial Group in Doylestown, Pa., which oversees about $900 million in client assets.
Overland Park, Kan.-based Creative Planning now oversees approximately $700 billion in assets under management or advisement as of December 31, 2025, including affiliates SageView Advisory Group, United Capital Financial Advisors and Baseline Wealth Management.