Wealth Management & Investment Advisory Services

Experience a Richer Way to Wealth™

There’s a different way

Why Not Give Your Wealth a Second Look?

At Creative Planning, our fiduciary wealth managers work with in-house CPAs and attorneys to look at all elements of your financial picture to ensure your money is working as hard as it can for you, every day, year in and year out.

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Comprehensive Wealth Management

Your investments, taxes and estate plan — optimized to work harder, together.

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Tailored Investment Management

No standard portfolios; no set-it-and-forget-it allocations.

$300B+

In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2023*

50

States Served Nationwide

90+

Countries Served Worldwide

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Why Creative Planning

Our Obsession: Showing You a Richer Way to Wealth

Other firms provide set-it-and-forget-it plans and standard portfolios that only focus on the destination of wealth. We’re the partner that’s dedicated to giving you a richer journey along the way.

And because we’re fiduciaries, we’ll provide you with guidance that’s always in your best interests.

Awards & Recognition

Barrons

Top RIA Firms (2019-2023)*

FinancialTimes

Top RIA Firms (2014-2020)*

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Top RIA Firms (2013-2022, 2024)*

“Creative Planning is at the vanguard of a profound shift in finance.”

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Learn Why Clients Stay With Creative Planning Year After Year

Hear from President and CEO Peter Mallouk as he explains what makes Creative Planning stand out.

 

Prefer to discuss over the phone?
833-416-4702