# Creative Planning Acquires Rockbridge Investment Management, Expanding Financial Planning and Wealth Management for Syracuse-Area Families

- Source: PR Newswire M&A
- Published: 2026-11-04T14:00:00+00:00
- Category: Business
- Original: https://www.prnewswire.com/news-releases/creative-planning-acquires-rockbridge-investment-management-expanding-financial-planning-and-wealth-management-for-syracuse-area-families-302929311.html
- Canonical: https://groundlevelnews.com/story/creative-planning-acquires-rockbridge-investment-management-expanding--0d79cb/

OVERLAND PARK, Kan., Nov. 4, 2026 /PRNewswire/ -- Creative Planning, LLC ("Creative Planning"), one of the nation's largest independent wealth management firms, today announced it has acquired Rockbridge Investment Management ("Rockbridge"), one of the largest fee-only, fiduciary wealth...

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