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Helping audit and consulting professionals secure financial freedom

Peace of mind

As you’re striving toward the safety of financial freedom, you don’t want any surprises. The Big 4 Financial Freedom team at Creative Planning understands the independence requirements of your firm. We know this is complex. We tailor investments every step of the way to your firm’s compliance parameters. Our wealth management team is devoted to charting a course for your wealth accumulation targets, financial plan, and estate plan.

We also understand that your journey doesn’t end when you retire from your firm. As you enter a phase of financial freedom, you and your family will continue to have the uninterrupted help and support of our holistic family office approach to income planning, asset protection, risk management, and transfer of assets.

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#1 Ranking

Ranked the #1 Wealth Management Firm in America by Barron’s (2017)*

*Please see important disclosure information

$75.6 Billion

Assets Managed by Creative Planning as of 03/31/21

50 States and Abroad

Serving You Where You Live

Serving Audit and Consulting Professionals

The Big 4 Financial Freedom team at Creative Planning navigates the complexity of your firm’s compliance and investment requirements and benefits package, from your 401(k) plan, to healthcare savings plans, to health, disability, and life insurance programs. We help design and help you follow a comprehensive plan to achieve your goals.