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.

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 CEO and President Peter Mallouk as he explains what makes Creative Planning stand out among other financial services firms.

Peter Mallouk speaking about personalized financial planning

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
  • 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

#1

Ranking

Ranked #1 on RIA Channel’s list of the Top 100 Wealth Managers (2020)*

$225

Billion

Combined assets under management and  advisement as of December 31, 2021

50

States and Abroad

Providing financial peace of mind nationwide and across the globe

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

U

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021