Creative Planning, LLC agreed to acquire Personal Financial Management Unit of The Goldman Sachs Group, Inc. (NYSE:GS) on August 26, 2023. The transaction is expected to close in the fourth quarter of 2023 and result in a gain. Brian Parness of Goldman Sachs & Co. LLC is serving as financial advisor and Charan J. Sandhu, David E. Wohl, Devon Bodoh, Jannelle Marie Seales, Olivia J. Greer, Regina Readling, Sarah Downie, Alexis Brown-Reilly, Luis Gonzalez, Alexander J. Miachika, Michael C. Naughton, Simon Heimowitz of Weil, Gotshal & Manages LLP is serving as legal counsel to Goldman Sachs.

Creative Planning, LLC completed the acquisition of Personal Financial Management Unit of The Goldman Sachs Group, Inc. (NYSE:GS) on November 3, 2023.