Experience the Creative Planning Difference
Creative Planning President & CEO Peter Mallouk set out to fix a broken financial planning system to help all people achieve their retirement dreams.
Learn Why Clients Stay With Creative Planning Year After Year
Hear from President and CEO Peter Mallouk as he explains what makes Creative Planning stand out.
Why We’re Different
At Creative Planning, we offer full-service, comprehensive 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 one custom-tailored, actionable plan. And because we’re a fiduciary, you can rest easy knowing every recommendation we make is in your best interests. Always.
Here’s What You Can Expect From Creative Planning:
Fierce advocates looking out for your best interests
Wealth Managers who sit on the same side of the table to select the best investments for you
Regular communications sharing Peter Mallouk’s unique perspective on asset management, retirement planning, tax strategies and private wealth management
A planning-led approach that makes your money work as hard as it can for you, every day, year in and year out
Unbiased risk management guidance because we don’t sell or earn commissions on investment products
A richer journey along the way to your goals — and a way to enjoy your wealth today
Over $300 Billion
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2023.*
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.
