RIA Creative Planning says it has bought a corporate retirement advisory team from Mesirow that works with over 350 plans with roughly $13 billion in assets.
Creative Planning’s Retirement Services Practice now services about $137 billion in assets under advisement.
The Mesirow team’s “commitment to tailoring financial solutions while championing social responsibility aligns perfectly with our values,” according to Creative Planning CEO Peter Mallouk. “They are well-equipped to address the retirement needs of plan sponsors, plan participants, investors and non-qualified plans.”
Led by David Dermenjian, Chris Pohlman, Vince Allegra and Chuck Lawless, the Chicago-based team is recognized by the National Association of Plan Advisors (NAPA) as a top defined contribution plan advisor.
“Our primary goal is to partner with plan sponsors and their employees to drive positive outcomes by providing innovative solutions and best in class client service,” Dermenjian said in a statement.