Where Financial Insights Meet Action
Creative Planning and Charlie Bilello
As Creative Planning's Chief Market Strategist, Charlie Bilello helps investors understand the intricacies of the financial markets and, more importantly, how they can turn that knowledge into action.
Charlie partners with Creative Planning to deliver engaging content across multiple platforms that cuts through the noise of the finance space and simplifies what it means to be an informed investor.
If you're ready to turn Charlie's insights into results for your financial plan, Creative Planning can help.
Schedule a call or meeting with a Creative Planning advisor today to receive your FREE Wealth Path Analysis
Included With Your Wealth Path Analysis
Portfolio Checkup
Help ensure your portfolio is diversified and designed to meet your needs and goals.
Retirement Roadmap
Make sure you're on the right path to retirement or financial independence.
Proactive Tax Strategies
Are you taking advantage of tax-loss harvesting, efficient asset location, optimal charitable giving and more?
What You Can Expect
Like Charlie, Creative Planning strongly believes in empowering clients to lead their best financial lives through educational guidance. When you work with us, you can expect an advocate by your side, providing you with the resources you need to make the most-informed decisions for your personalized financial plan.
Step 1
Get to Know You
We want to know your hopes, dreams and financial goals. We'll meet you wherever you are in your financial journey to make sure you're on the right path.
Step 2
Build a Custom Plan
Whether you're still accumulating wealth or near retirement and looking to retain or transfer assets, we'll create a plan that's uniquely suited to your goals.
Step 3
Execute Recommendations
Your comprehensive plan will include a personalized investment portfolio, estate planning recommendations, strategies to save on taxes and insurance, and much, much more.
Top RIA Firms (2019-2023)*
Top RIA Firms (2014-2020)*
Top RIA Firms (2012-2022)*
Just the Facts: Investing Insights Based on Real Results
The financial landscape is inundated with countless opinions on what investors should or shouldn't be doing. Charlie uses historical data and infographics to update his audience on market behavior so that they can use real figures and results to inform their financial planning.
With his data-first approach and quick wit, Charlie has accumulated an audience of more than 600,000 followers across his social media platforms. See why with this short clip of Charlie discussing equity return rate deviations.
More About Creative Planning
At Creative Planning, we assess all elements of your financial picture to ensure every piece is working harder, together. Here are a few reasons why our clients stay year after year:
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Our fiduciary responsibility. We're legally bound to act in your best interests at all times.
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Our simple, transparent fee structure. We charge a straightforward fee based on the assets we manage on your behalf to help ensure our interests are aligned with yours.
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The comprehensive advice we provide. Our in-house specialists in tax, investing, estate planning, insurance and more provide advice on every aspect of your financial life.
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The customization we offer. Your plan and investments are specifically structured to support your goals.
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By the Numbers
$325B+
In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2024*
495+
CFP® Professionals
50
States Served Nationwide
