Experience a Richer Way to Wealth

“A Family Office for All –Barron’s

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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.

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.

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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.

#1 Independent Advisory Firm
 Named to Top RIA list
Named To Top RIA LIST

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

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.

Peter Mallouk shares the Creative Planning experience

Latest Insights

Recent Podcast
Preparing Your Financial Plan for an Unpredictable Future

Preparing Your Financial Plan for an Unpredictable Future

Whether it’s a bank failure, an overseas war or a pandemic, you never know when the next market shock will happen — but you CAN prepare your financial plan. This week, John walks us through minimizing the threat to our portfolio so that we can rest easier (1:15). Plus, with March Madness in full swing, Wealth Manager Dr. Dan Pallesen and Chartered Financial Analyst Kenny Gatliff join the show to analyze their NCAA brackets and examine how the biases we use in sports betting can bleed into investing (11:45).

Why not give your wealth a second look?

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe




Combined assets under management & advisement as of December 31, 2022