Custom Investment Management

No two client portfolios at Creative Planning will look exactly alike. We believe your portfolio should be tied to your financial goals, and the investments therein should give you the highest probability of achieving those goals.

Criteria for Investment Selections

Low-Cost

Transparent

Tax-Efficient

Income-Paying

Meet With an Advisor

Connect with a financial advisor in your area for a free, no-obligation consultation.

Over $345 Billion

In combined assets under management or advisement by Creative Planning and its affiliates as of September 30, 2024.*

50 States and Abroad

Providing financial peace of mind nationwide and in 90 countries.

465+ CFP® Professionals

A team of specialists fiercely determined to provide you with the best possible plan to grow, protect and transfer your money.

Our Investment Philosophy

How We Select Investments

We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short term so that you can prosper in any market condition.

We don’t believe in market timing. We don’t believe in managing assets solely based on risk tolerance or age. We create a financial plan that’s based on your needs and goals, then we build a portfolio to match.

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Why Use a Fiduciary Financial Advisor?

As a fiduciary, we're legally bound to act in your best interests at all times. And unlike brokers, we don’t sell or earn commissions on investment products. Our recommendations are fueled solely by our desire to do right by you, our client, rather than a desire to line our own pockets.

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.

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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

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Top RIA Firms
2019-2024

Awarded each September, based on data from a 12-month period through June 30.

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Charitable Champion
2023-2024

Awarded each July, based on activities from a 12-month period through December 31.

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Top RIA Firms
2024

Awarded each July, based on data from a 12-month period through December 31.

 

Prefer to discuss over the phone?
833-416-4702

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