Financial Solutions Aligned with Your Catholic Values

Thank you for your interest in Creative Planning's Catholic Focus offering!

Request a free, no-obligation consultation with a wealth manager.

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:

  • 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.

#1 Ranking

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)*

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Top RIA Firms (2012-2022)*

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

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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.

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