Krivoshein | McDaniels Financial is a registered investment advisor (RIA) serving a diverse client base, including retirees, pre-retirees, families, individuals, women investors, and business owners. The firm managed $460 million in assets as of September 2024 and offers retirement planning, financial planning, investment management, estate and education planning, business retirement planning, charitable planning and trust services, and divorce financial planning.

https://mcdanielfinancial.net/

Washington

Krivoshein | McDaniels Financial

Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages over $100 billion in assets across all 50 states and 65 countries, as of November 3, 2021.

https://creativeplanning.com/

Creative Planning

Creative Planning, one of the nation's largest registered investment advisors (RIAs), has successfully acquired Krivoshein | McDaniels Financial, an RIA based in Walla Walla, Washington. This strategic acquisition enhances Creative Planning's wealth management capabilities and geographical footprint, bringing six dedicated wealth management professionals from Krivoshein | McDaniels Financial into the Creative Planning family.

Creative Planning finalizes acquisition of Krivoshein | McDaniels Financial

Creative Planning finalizes acquisition of Krivoshein | McDaniels Financial

Company Info