Comprehensive Financial Planning
At Creative Planning, we offer full-service, comprehensive financial planning and wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER® practitioners, CPAs, attorneys, investment specialists and insurance professionals works together to integrate all aspects of your financial life into a comprehensive, actionable plan.
Integrating Every Aspect of Your Financial Life:
Financial Planning
Investment Management
Retirement Planning
Strategic Tax Planning
Estate Planning
Insurance
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Connect with a financial advisor in your area for a free, no-obligation consultation.
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Over $354 Billion
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2024*.
50 States and Abroad
Providing financial peace of mind nationwide and in 90 countries.
525+ CFP® Professionals
A team of specialists fiercely determined to provide you with the best possible plan to grow, protect and transfer your wealth.
Take A Closer Look
Benefits of Financial Planning
Our approach not only allows you to receive comprehensive advice that’s in your best interests but also allows you to:
- Make better, more informed decisions that align with your goals across your entire financial life
- Help keep more of your wealth by minimizing taxes
- Save and invest appropriately to achieve your goals
- Help identify and avoid risks that could erode your wealth
- Assess your progress on a regular basis
Why Creative Planning
Your Best Interests. Always.
As a registered investment advisory firm, we have a fiduciary responsibility to act in your best interests. We make decisions based solely on your needs.
- Independent, Private Wealth Management Firm
- Not Tied to a Family of Funds or Other Investment Products
- Recommendations Are in Your Best Interests
OUR APPROACH
Simple, Transparent Fee Structure
We charge a straightforward fee based on the assets we manage on your behalf. This approach helps ensure our interests are aligned with yours. We succeed when you succeed.
- Comprehensive Wealth Management
- Custom Portfolio and Financial Plan
- Ongoing Financial Advice
- Legal and Tax Advice
Let's Talk
Meet With a Financial Advisor at a Location Near You
Creative Planning has advisors in just about every major metropolitan area. We look forward to getting to know you.
Awards & Recognition
Top RIA Firms
2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms
2024
Awarded each July, based on data from a 12-month period through December 31.
