Creative Planning Acquires The Doman Group
03/01/22, 2:33 PM
Industry
financial services
financial services
The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. TDG is a federally registered investment advisor that was born out of Managing Director Mark Doman's belief that holistic wealth management should extend far beyond investment advice. TDG offers a wide variety of services including investment management, financial planning, tax preparation, family office services, alternative investment analysis, relocation services and more. TDG is focused exclusively on high-net and ultra-high net worth households for executives and business owners with a unique specialty service for professional athletes and entertainers.
Company Info
Company info
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.