High-Net-Worth
Wealth Management

At Creative Planning, we take a planning-led approach to managing your wealth, developing a custom financial plan to drive decisions on all aspects of how your money is managed.

Our Comprehensive Financial Planning Includes:

Investment Management

Retirement Planning

Strategic Tax Planning

Insurance

Estate Planning and Trusts

Business Owner Services

International Wealth Consulting

Meet With a High-Net-Worth Advisor

Complete this form to request a free, no-obligation meeting. A team member will contact you to gather information and match you with a high-net-worth financial advisor.

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Let’s Talk

Connect with a wealth advisor in your area for a free, no-obligation consultation!

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Awards & Recognition

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Top RIA Firms 2019-2025

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 2025

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

By the
Numbers

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$370B+

In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2025*.

3,400+

Clients with more than $5M in assets under management

50

States Served Nationwide

AS431342773

TAKE A CLOSER LOOK

All the Expertise. All the Advice You Need. All In-House.

Creative Planning is a registered investment advisory firm offering full-service, comprehensive wealth management from an in-house team. We were one of the first firms specifically built as a comprehensive planning firm. We believe we’re able to be a better money manager because we support your investment strategies with tax planning, insurance planning, legal support, retirement planning, estate planning and business owner services, incorporating everything into a single goals-based financial plan.

INVESTMENT STRATEGY

Public and Private Investments

Your custom portfolio will include a mix of public and private investments to provide growth opportunities while managing risk. Due to our size and negotiating power, Creative Planning is uniquely positioned to provide access to what we believe to be top-tier investments, at exclusive pricing. We're highly selective of the firms we work with, only choosing those with significant experience that have delivered consistent results for their investors.

Mature adult couple sitting with their young granddaughter while

Parents, children and playful with running, beach and excited with grandparents on vacation in summer. Big family, kids and generations at sunset, care and bonding with games by ocean in Spain.

WHY CREATIVE PLANNING

A Fiduciary for Your Best Interests

At all times in our relationship, we serve as a fiduciary. That means our goals are always aligned with yours. We make decisions based on your needs only.

- Independent, Private Wealth Management Firm
- Not Tied to a Family of Funds or Other Investment Products
- Will Only Make Recommendations in Your Best Interests

Frequently Asked Questions

What makes Creative Planning different from other financial advisors?

Will I be working with one advisor or a team?

We don't believe one person can effectively manage all aspects of your financial life. You'll have a dedicated wealth manager, who serves as your quarterback and is supported by a team of in-house specialists across investments, taxes, estate planning and more. This team-based approach helps ensure you get personalized service with deep, coordinated expertise for the best possible outcomes.

Is Creative Planning a fiduciary?

What happens after I submit the form?

Is there a cost for the first meeting?

Do you only work with high-net-worth clients?

Are your services available nationwide?

How are your advisors compensated?

Talk With a High-Net-Worth Advisor

Fill out the form to schedule your call. We'll gather some information about your financial and life goals to match you with a high-net-worth advisor best suited to your needs.

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Name

This field is for validation purposes and should be left unchanged.

Let’s Talk

Connect with a wealth advisor in your area for a free, no-obligation consultation!

First Name*

Last Name*

Email*

Phone*

ZIP Code*

Could your money be working harder for you? There’s a richer way to wealth. Contact our team today.

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