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 portfolios allows you to incorporate your values in a number of areas, including:
- Estate planning
- Charitable and legacy giving
- Medical or healthcare directives
- End-of-life planning
Hear From Deacon Frank Reilly, Catholic Focus
Ranked #1 on RIA Channel’s list of the Top 100 Wealth Managers (2020)*
Over $245 Billion
In combined assets under management and advisement as of July 1, 2023
50 States and Abroad
Providing financial peace of mind nationwide and across the globe
Awards & Recognition
Top RIA Firms (2019-2023)*
Top RIA Firms (2014-2020)*
Top RIA Firms (2012-2022)*
“Creative Planning is at the vanguard of a profound shift in finance.”
Why Not Give Your Wealth a Second Look?
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.