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
The Upside of Market Volatility
While constant ups and downs in the market can be disconcerting, there are several upsides to market volatility.
5 Investing Tips for High-Net-Worth Individuals
While basic investing tips, such as maintaining a diversified portfolio, apply to everyone, the following investing strategies are particularly important for high net worth (HNW) investors.
6 Actions to Take After a Spouse Passes Away
As far as stressful life events go, the death of a spouse tops the list. Your wealth manager is a great resource to help you through this difficult process.
The Importance of Legacy Planning
How Legacy Planning and Estate Planning Go Hand-In-Hand The terms “legacy planning” and “estate planning” are often used interchangeably. Over time, estate planning has come to refer to the transfer of assets and personal belongings following someone’s death, while...
