Get a Second Opinion

Not all wealth managers are the same. Get on the path to a more personalized approach to financial freedom.

Get a Second Opinion

Not all wealth managers are the same. Get on the path to a more personalized approach to financial freedom.

How We’re Different

Creative Planning is fiercely committed to providing comprehensive wealth management based solely on your needs and best interests. As an independent registered investment advisor, we aren’t tied to a family of funds or investment products. This means we’re able to create a truly unique portfolio that aligns with your custom financial plan. When you get a second opinion from Creative Planning, we’ll review your financial statements to uncover potential red flags in your current portfolio strategy, provide advice on how to avoid hidden fees, and optimize your savings to help you achieve financial freedom.

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
  • 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

#1

Ranking

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

$225

Billion

Combined assets under management & advisement as of 12/31/21

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)*
Named To Top RIA LIST
(2013-2022)*

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

Book Your Free Meeting

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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