Experience a Richer Way to Wealth
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.
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
(2017)*
Named to Top RIA list
(2014-2020)*
Named To Top RIA LIST
(2013-2022)*
"Creative Planning is at the vanguard of a profound shift in finance."
Latest Insights
3 Important Financial Planning Considerations for Women
Women should address these specific financial planning challenges in order to protect themselves and their families.
How to Think About Home Price Appreciation
Naturally, you would love to see your home appreciate in value over time. But by how much? What’s a reasonable expectation?
6 Investing Tips for Women
Because women face unique financial challenges, they often need to take a different approach to investing and managing their finances.
The Importance of Prenuptial Agreements
One way to protect yourself and your assets from the financial pitfalls of divorce is by establishing a prenuptial agreement.
What You Can Learn from the Silicon Valley Bank Collapse
In this jam-packed show, John covers the biggest financial story of 2023 so far: the SVB collapse and its fallout (3:19). Learn what happened, how the Fed and markets responded, and – most importantly – what you can do to minimize risk when it comes to your money. Plus, enjoy a lightning round of helpful tax tips to help you keep more of what you’ve earned ahead of the April 18 filing deadline (15:30).
Why not give your wealth a second look?
Rosen Capital Management is now Creative Planning
Providing comprehensive wealth management and custom-tailored financial plans so you can enjoy a richer way to wealth.
Wipfli Financial Advisors is now
Creative Planning
Castle Wealth Advisors is now Creative Planning
Providing comprehensive wealth management and custom-tailored financial plans so you can enjoy a richer way to wealth.
Berno Financial Management is now Creative Planning
Providing comprehensive wealth management and custom-tailored financial plans so you can enjoy a richer way to wealth.
Resource Management is now Creative Planning
Providing comprehensive wealth management and custom-tailored financial plans so you can enjoy a richer way to wealth.
Ferris Capital is now Creative Planning
