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Not all wealth managers are the same. Get on the path to a more personalized approach to financial freedom.
A Customized Portfolio for Every Client
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. When you get a financial checkup from Creative Planning, we’ll review your investment portfolio to uncover hidden fees, assess how it aligns with your goals and risk tolerance, and identify opportunities to optimize your portfolio to help you achieve your version of financial success.
Services for All Elements of Your Financial Life:
Comprehensive Wealth Management
Investment Management
Financial Planning
Retirement Planning
Strategic Tax Planning
Estate Planning and Trusts
Risk Management
Education Planning
OUR APPROACH
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.
- Comprehensive Wealth Management
- Money Management and Financial Planning
- Ongoing Financial Advice
- Legal and Tax Advice
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.
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.
Awards & Recognition
Top RIA Firms (2019-2023)*
Top RIA Firms (2014-2020)*
Top RIA Firms (2013-2022)*
“Creative Planning is at the vanguard of a profound shift in finance.”
