Tax-Optimized Financial Planning
Because taxes can quickly erode your investment returns, strategic tax planning is at the core of our comprehensive financial planning process. At Creative Planning, your financial advisor will work with in-house CPAs to help ensure your portfolio is tax-optimized and working toward your goals.
Integrating Tax Strategies With Your Custom Portfolio
Year-Round Tax Planning
Tax-Loss Harvesting
Income Tax Preparation and Filing**
Estate Tax Planning
Charitable Gift Giving
Asset Location
Get a Tax-Optimized Financial Plan
Connect with a financial advisor in your area for a free, no-obligation consultation.
$710B+
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025*.
625+
CFP® Professionals
310+
CPAs
75+
Attorneys
Your Best Interests. Always.
As a registered investment advisory firm, we have a fiduciary responsibility to act in your best interests. We make decisions based solely on your needs.
- Independent, Private Wealth Management Firm
- Not Tied to a Family of Funds or Other Investment Products
- Recommendations Are in Your Best Interests
Proactive Tax Strategies
Tax laws are complicated — and they're constantly moving targets. That’s why every decision we make on your behalf takes into consideration any potential tax implications. We integrate custom tax guidance with your overall wealth management and financial planning strategies. This approach helps ensure all aspects of your financial life are working together to help you make the most of your wealth.
Tax Experience You Can Trust
You'll work directly with an experienced accountant who has an in-depth understanding of both your tax situation and your overall financial picture. Your tax advisor coordinates all required annual tax filings while also planning for future tax years and anticipated changes to your income.** Our tax professionals have experience helping clients in all 50 states and abroad.
Let's Talk
Meet With a Financial Advisor at a Location Near You
Creative Planning has advisors in just about every major metropolitan area. We look forward to getting to know you.
Awards & Recognition
Top RIA Firms
2019-2025
Awarded each September, based on data from a 12-month period through June 30.
Best Wealth Management Firms
2026
Ranking released in February 2026, not based on a specific time period.
Top RIA Firms
2025
Awarded each July, based on data from a 12-month period through December 31.
**Preparation and filing of taxes, estate plan documents and ongoing bookkeeping services are not included in the account management fee and would be covered under separate agreements.
