Experience a Richer Way to Wealth
Why not give your wealth a second look?
At Creative Planning, our 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.
Comprehensive Wealth Management
Your investments, taxes and estate plan–optimized to work harder, together.
Tailored Investment Management
No standard portfolios; no set-it-and-forget-it allocations.
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.
#1 Independent Advisory Firm
(2017)*
Named to Top RIA list
(2014-2020)*
#1 Wealth Management Firm
(2014-2015)*
"Creative Planning is at the vanguard of a profound shift in finance."
Latest Insights
5 Things to Do Before You Retire
Regardless of your outlook on retirement, completing the following tasks before you retire can help ensure a smooth transition to the next chapter of your life.
6 Financial Steps to Take in Your 40s
One’s 40s can be a challenging time, financially speaking, but it’s also a great time to reassess your financial priorities.
7 Things to Do After Selling Your Business
You’ve recently sold your business – congratulations! Next, be sure to tie up these important financial loose ends.
Long-Term Care Insurance
There is often debate among financial professionals about whether long-term care insurance (LTCI) is worth the expense. When determining whether long-term care insurance is right for you, consider the following.
