Comprehensive solutions connected with your beliefs.

Could Your Money Be Working Harder For You?

Experience a richer way to wealth with award-winning service across a variety of financial disciplines.

Carry your faith through all aspects of life. Align your financial planning and investment strategy with your Catholic Values.

Your Catholic beliefs may influence aspects of your life already – where you send your children to school, organizations to volunteer your time, who you marry and how you spend your leisure time. But, have you considered how your religious values can weave into planning for your financial future?

As a registered investment advisory firm, we have a fiduciary obligation to always act in your best interest. Our Catholic Focus portfolio allows you to incorporate your values in a number of areas, including:

  • Investing
  • Estate planning
  • Charitable and legacy giving
  • Medical or healthcare directives
  • End-of-life planning

Hear From Deacon Frank Reilly, Catholic Focus

At Creative Planning, we respect each client’s unique goals and priorities. As part of the Catholic Focus offering, we take into account a combination of your religious beliefs, social impact goals and philanthropic priorities. Our team of CERTIFIED FINANCIAL PLANNER™ professionals, CPAs and attorneys will work together to design a financial strategy and an investment portfolio that align with your Catholic values so that you can meet your goals while holding true to your religious values. It’s not just about monetary return — it’s about being a good steward and the impact you have on your community.

Hear from Peter Mallouk, President of Creative Planning

#1

Ranking

Ranked #1 on RIA Channel’s List of the Top 100 Wealth Managers (2020)*

$225

Billion

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

50

States and Abroad

Providing financial peace of mind nationwide and across the globe

Why not give your wealth a second look?

#1 Independent Advisory Firm
(2017)*
 Named to Top RIA list
(2014-2020)*
Named To Top RIA LIST
(2013-2022)*

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

Creative Planning’s Catholic Focus offering strives to follow the guidelines set forth by the US Conference of Catholic Bishops. The main principles – protecting human life, promoting human dignity, reducing arms production, pursuing economic justice, protecting the environment, and encouraging corporate responsibility – shape our Catholic Focus offering. Please note that different types of investments involve varying degrees of risk and there is no assurance that past performance will be indicative of future results.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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