Our Purpose
The financial planning system was broken. Creative Planning set out to fix it by turning it completely on its side.
HOW WE'RE DIFFERENT
In-House Expertise for Every Piece of Your Financial Picture
Our approach to designing your investment portfolio is different. It starts with a financial planning-led approach with our team of in-house specialists. Your customized plan will be created by our wealth managers, accountants, insurance specialists, estate attorneys and other professionals, all working together to give you the highest probability of achieving your goals. And as your life changes, we’ll be here to meet your changing needs.
What You Can Expect From Creative Planning
A fierce advocate and fiduciary always looking out for your best interest
Wealth managers who sit on the same side of the table to select the best investments for you
We don’t sell or earn commissions on investment products
A planning-led approach that makes your money work as hard as it can for you, every day, year in and year out
A richer journey along the way to your goals — and a way to enjoy your wealth today
Your Wealth Works Harder
WHEN IT WORKS TOGETHER
Peter Mallouk
President & CEO, Creative Planning
Awards & Recognition
#1 Independent Advisory Firm (2017)*
Named to Top RIA List (2014-2020)*
Named to Top RIA List (2012-2022)*
“Creative Planning is at the vanguard of a profound shift in finance.”
Locations
Local Advisors in Every Major Metropolitan Area
Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states and abroad. So whether you’re in California, Texas, Kansas, Florida or any of the states in between, there’s an advisor near you!
