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Passion. Determination. Commitment.

Meet the Creative Planning team focused on providing you a successful financial journey.

Colleagues in team meeting

A team approach to comprehensive wealth management

Our team members are unique just like you. Together they make up a team of specialists fiercely determined to provide you 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 is 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™ practitioners
  • 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 under-served and under-resourced. Our heartbeat is strong as we strive to make a real difference in people’s lives.

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!

Local advisor meets with client
#1 Independent Advisory Firm
(2017)*
 Named to Top RIA list
(2014-2020)*
#1 Wealth Management Firm
(2014-2015)*

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

GET TO KNOW US

Interested in Learning More?

Find out how we can make a difference for you. Contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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