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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.


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


Peter Mallouk

President & CEO, Creative Planning

Awards & Recognition


Top RIA Firms (2019-2023)*


Top RIA Firms (2014-2020)*

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Top RIA Firms (2013-2022)*

“Creative Planning is at the vanguard of a profound shift in finance.”

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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!

Ready to Get Started?


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