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
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 and advisement as of December 31, 2021
50
States and Abroad
Providing financial peace of mind nationwide and across the globe
#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."
