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
Gift Tax: What Is It and Who Pays It?
Did you know that you may be responsible for taxes on monetary gifts to others? While it pays to be generous, it’s important to understand the federal gift tax and avoid triggering it if possible.
Is It Better to Pay Off Your Mortgage or Invest?
Does it make more sense to pay off your mortgage or increase the amount you invest? To make the most informed decision, we encourage all our clients to consider the benefits and drawbacks of each decision.
How to Hedge Against Inflation
An individual’s buying power can quickly be eroded during periods of high inflation. The following tips can help position your portfolio to perform.
Determining Who Should Inherit Your Wealth
Perhaps you want to address the fact that your family members have different needs or abilities. You may not have a partner or children, but perhaps you have philanthropic goals or wish to provide for a dear friend or beloved pet. Most distributions are possible with the right planning.
