Passion. Determination. Commitment.
Meet the Creative Planning team focused on providing you with a successful financial journey.
A Team Approach to Comprehensive Wealth Management
Our 1,500+ team members are unique, just like you. Together they make up a team of specialists fiercely determined to provide you with the best possible plan to grow, protect and transfer your money. Using a planning-led approach, we get to know you and understand what’s important to you. We then develop a plan that's in your best interests, today and for years to come.
Our In-House Specialists Work Together to Help You Reach Your Goals
CERTIFIED FINANCIAL PLANNER™ professionals
Certified Public Accountants
Estate Attorneys
Insurance Specialists
Creative Planning Cares
Our specialists aren’t just great at what they do — they’re great people too. A big part of our culture at Creative Planning is being a part of the community. Wherever the office location, Creative Planning employees participate in local causes and charitable events with a focus on helping the underserved and under-resourced. Our heartbeat is strong as we strive to make a real difference in people’s lives.
Awards & Recognition
Top RIA Firms
2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms
2024
Awarded each July, based on data from a 12-month period through December 31.
“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!
