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Our Purpose

The financial planning system was broken. Creative Planning set out to fix it by turning it completely on its side.

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How we are different

In-House Expertise for Every Piece of Your Financial Picture

What you can expect from Creative Planning

  • Fierce advocate and fiduciary, always looking out for your best interests
  • 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
  • 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–a way to enjoy your wealth today 

Your Wealth Works Harder

WHEN IT WORKS TOGETHER

Peter Mallouk
President & CEO, Creative Planning

Awards

Creative Planning has been repeatedly recognized as a leader in wealth management.

#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."

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!

LET’S TALK

Interested in learning more?

Find out how we can help your money work as hard as it can towards your goals. Contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021