Meet with a Wealth Manager Near You

Get on the path to a more comprehensive, personalized approach to your wealth.

  • Let’s Talk

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

Learn Why People Are Making the Switch to Creative Planning

It starts with a planning-led approach so we can align your portfolio with your goals and dreams, not your age or risk tolerance. And because we are a fiduciary, every decision and recommendation we make is in your best interests. We’ll coordinate all aspects of your financial picture – your legal, tax, risk management and investments to make sure you get the comprehensive wealth management you deserve. We’ll help you enjoy a richer way to wealth.

Services for All Elements of Your Financial Life

  • Comprehensive Wealth Management
  • Investment Management
  • Financial Planning
  • Estate Planning & Trusts
  • Retirement Planning
  • Strategic Tax Planning

#1

Ranking

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

$225

Billion

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

50

States & Abroad

Providing financial peace of mind nationwide and across the globe.

ALL THE EXPERTISE. ALL IN HOUSE.

Hear from Peter Mallouk, President of Creative Planning

At Creative Planning, we believe there’s a richer way to wealth.™ We obsess over every detail of your full financial picture—offering you a clear, customized plan to maximize your wealth.

Hear from Peter Mallouk, President of Creative Planning
#1 Independent Advisory Firm
(2017)*
 Named to Top RIA list
(2014-2020)*
#1 Wealth Management Firm
(2014-2015)*

"Creative Planning is at the vanguard of a profound shift in finance."

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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