Creative Planning > Complete Your Financial Foundation

Complete Your Financial Foundation

Comprehensive wealth management for your new chapter

Congratulations on taking the important step of getting a prenup. As you begin this new chapter together, discover how Creative Planning's comprehensive wealth management services can help you build, protect and grow your wealth as a married couple.

Start with a complimentary consultation and personalized wealth plan designed to help you reach your goals.

Start Your Wealth Plan

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We work with households having a minimum of $500,000 in U.S.-based investable assets.

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Awards & Recognition

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Top RIA Firms 2019-2025

Awarded each September based on data from a 12-month period through June 30.

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Best Wealth Management Firms 2026

Ranking released in February 2026, not based on a specific time period.

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Top RIA Firms 2025

Awarded each July based on data from a 12-month period through December 31.

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What You Can Expect

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.

By the
Numbers

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~$700B

In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025.*

625+

CFP® Professionals

50

States Served Nationwide

AS366995912

More About Creative Planning

At Creative Planning, we assess all elements of your financial picture to help ensure every piece is working harder, together. Our clients benefit from:

- Our fiduciary responsibility. We're legally bound to act in your best interests at all times.

- 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.

- 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.

- The customization we offer. Your plan and investments are specifically structured to support your goals.

Why Not Give Your Wealth a Second Look?

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