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Why Use a Fiduciary Financial Advisor?
As a fiduciary, we’re always looking out for your best interests. This includes looking at all aspects of your financial life. We’ll start by learning what matters most to you as well as what your goals are and when you want to achieve them. Then we’ll work with our in-house specialists in tax, estate and insurance to provide you with a customized financial plan unique to you.
What You Can Expect From Creative Planning
A fierce advocate looking out for your best interests
Wealth managers who sit on the same side of the table to select the best investments for you
We don’t sell or earn commissions on investment products
A planning-led approach that makes your money work as hard as it can for you, every day, year in and year out
A richer journey along the way to your goals and a way to enjoy your wealth today
Over $325 Billion
In combined assets under management or advisement by Creative Planning and its affiliates as of June 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.
Learn Why People Are Making the Switch to Creative Planning
We’ll coordinate all aspects of your financial picture to make sure you get the comprehensive wealth management you deserve. And because we’re a fiduciary, every decision and recommendation we make is in your best interests. We’ll coordinate all aspects of your financial picture — your legal needs, tax planning, risk management and investments — to make sure you get the comprehensive wealth management you deserve. We’ll help you enjoy a richer way to wealth™.
Services for All Elements of Your Financial Life
Comprehensive Wealth Management
Investment Management
Strategic Tax Planning
Financial Planning
Estate Planning and Trusts
Retirement Planning
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.
