Overland Park-based Creative Planning acquired OptiFour Integrated Wealth Management, a registered investment advisory firm in McLean, Va., adding $400 million in assets under management.
Mark Cohen founded OptiFour in 1997, it's led by CEO Wes Burnett, who will remain with the company. In all, nine people will join Creative Planning. OptiFour focused on the Washington area, giving Creative Planning its first physical presence there. It rounds out Creative Planning's other East Coast locations in…
Overland Park-based Creative Planning acquired OptiFour Integrated Wealth Management, a registered investment advisory firm in McLean, Va., adding $400 million in assets under management.
Mark Cohen founded OptiFour in 1997, it's led by CEO Wes Burnett, who will remain with the company. In all, nine people will join Creative Planning. OptiFour focused on the Washington area, giving Creative Planning its first physical presence there. It rounds out Creative Planning's other East Coast locations in…