Our Purpose
The financial planning system was broken. Creative Planning set out to fix it by turning it completely on its side.
How we are different
In-House Expertise for Every Piece of Your Financial Picture
What you can expect from Creative Planning
- Fierce advocate 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)*
#1 Wealth Management Firm
(2014-2015)*
