Kansas agency buys Citadel Wealth Advisors – WISH-TV | Indianapolis Information | Indiana climate

by: Reed Parker, Inside Business

Posted: Apr 28, 2021 / 11:04 am EST / Updated: April 28, 2021 / 11:12 am EST

(Inside INdiana Business) – Indianapolis-based financial planning firm Castle Wealth Advisors has been acquired by Creative Planning LLC of Kansas. Castle manages $ 320 million in total assets, according to Creative Planning.

Castle was founded in 1973 and has offices in Indianapolis and Naperville, Illinois. The company specializes in small family businesses.

“We are excited to add Castle Wealth Advisors to our group,” said Peter Mallouk, Chief Executive Officer of Creative Planning. “Castle is an established company with an innovative approach that fits perfectly with our values ​​and vision.”

The castle’s president, Gary Pittsford, says his company is the oldest paid financial advisor in Indiana.

“Creative planning is the gold standard when it comes to taking on a pioneering role with a wide range of products, and it was therefore the clear choice for us. We are now able to serve our customers in ways we just couldn’t before, and Creative Planning has the scope and expertise to ensure we can over-deliver to our customers, ”said Pittsford.

Financial details of the transaction were not disclosed.

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