Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
At Creative Planning, we provide our clients with the best path to wealth accumulation, retention and transfer of assets. We believe that information and education are essential to developing and maintaining a financial plan and investment portfolio. We strive to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future.