Creative Planning Expands Internationally with Baseline Acquisition

Creative Planning, LLC, one of the largest registered investment advisors in the U.S., has announced the acquisition of Baseline Wealth Management, a Swiss RIA. This strategic move marks Creative Planning's entry into the international market, adding 14 employees and over $1 billion in assets under management. Baseline, with offices in Geneva and Zurich, is known for serving high-net-worth individuals globally.

The acquisition aligns with Creative Planning's vision of expanding its comprehensive financial planning model into new markets. Baseline's CEO Thierry Grin emphasized the value of Creative Planning’s services and foresaw the benefits of this collaboration for their clients. The deal strengthens Creative Planning's presence in Europe, a market predominantly led by banking institutions lacking comprehensive planning standards.