Acquiring Company
Creative Planning
Acquired Company
Duncan & Haley Ltd
Overland ParkSeattleFinancial ServicesFinancial ServicesReal EstateConsultingDescription
Creative Planning has announced the acquisition of Duncan & Haley, adding $660 million in assets under management. This merger aims to enhance the financial services offered to clients by combining their expertise in various areas, including tax and estate planning. Creative Planning continues to expand its influence in the investment advisory sector with this strategic acquisition.
Quick answer
Creative Planning is acquiring Duncan & Haley Ltd, announced March 12, 2026. Creative Planning is based in Overland Park, Kansas, United States.
- How much did Creative Planning pay for Duncan & Haley Ltd?
- The deal value was not disclosed.
- What does Creative Planning do?
- 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..
- Where are Creative Planning and Duncan & Haley Ltd based?
- Creative Planning is based in Overland Park, Kansas, United States. Duncan & Haley Ltd is based in Seattle, Washington, United States.
Source: Fundz verified event record.
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- ABC Company acquires Management Consulting division (February 18, 2026)
- InCorp Advisory acquires TMSL for tax services expansion (January 27, 2026)
- RE/MAX Holdings, Inc. Enters Merger Agreement with The Real Brokerage Inc. (April 26, 2026)
Who to call at Creative Planning, and when
When Creative Planning changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Creative Planning raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Creative Planning, from your own LinkedIn network
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Frequently asked
Who acquired Duncan & Haley Ltd?
Duncan & Haley Ltd was acquired by Creative Planning, based in Overland Park. The deal was reported on March 12, 2026. Creative Planning is privately held and operates in Financial Services.
When did Creative Planning acquire Duncan & Haley Ltd?
Creative Planning's acquisition of Duncan & Haley Ltd was reported on March 12, 2026. Creative Planning has announced the acquisition of Duncan & Haley, adding $660 million in assets under management. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Duncan & Haley Ltd do?
Duncan & Haley is an established registered investment advisor that has been serving private clients for 28 years. They specialize in investment management, tax strategies, retirement planning, and estate planning. It is privately held, operating in Financial Services, and is based in Seattle.
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