Investment Management

Is at our core

“The #1 Wealth Management Firm in America”
-CNBC

(2014-2015)

"The #1 Independent Wealth Management Firm in America"
-Barron’s

(2017)

Investment Management

At Creative Planning, customized portfolio design and management is at the core of our offering. Many of our clients seek us out specifically for our investment management expertise. Others are interested in our comprehensive approach to develop a plan for their overall wealth management needs. In either case, we take the time to get to know our clients up front. We spend time to understand your personal situation and financial goals, which results in a customized investment portfolio and wealth management solutions tailored to your personal needs. As one of the nation’s leading independent wealth management firms, we take our role as your advisor seriously. After all, it’s your money, and we are here to help you make the most of it.

How Can We Help You?

Creative Planning has the expertise and flexibility to help a wide range of clients in order to provide the best possible advisory services. Our clients’ needs are very different, depending on where they may be on their personal financial journey. That’s why we created three distinct groups.

Emerging Wealth
Up to $400K investable assets
Private Wealth Management
$400K – $25MM investable assets
Ultra-Affluent
$25MM+ investable assets

Our Financial Services are Comprehensive

Creative Planning is nationally recognized for our commitment to excellence in financial planning and wealth management. We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) professionals, certified public accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals.

Our Products and Services Are Customized for our Clients

We will always search for the best investment options available to meet your long-term needs. Our job is to help you select the investments that have the highest probability of getting you the outcomes you want – not to sell investment products.

Investment Services

Private wealth management

Investment management is the core of our services, with more than $36 billion under management, all acquired primarily through referrals. We do not experiment with our clients’ money, and we do not invest based on a hunch.

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Financial Planning

Creative Planning is recognized across the United States for our commitment to excellence in financial planning and wealth management. We pull together all the pieces to create a customized plan that will guide you in making sound investment decisions.

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401(k) Services

Creative Planning offers 401(k) and profit-sharing consulting services. This includes asset allocation, fund performance reviews and comparisons, investment committee oversight, fiduciary services, investment plan design and employee education programs.

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Insurance Planning

At Creative Planning, we take the same approach to insurance planning as we do with every other aspect of your financial plan, including a thorough insurance needs analysis to craft a customized strategy that ensures you and your loved ones are properly protected.

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Wealth Management Tax Services

Creative Planning is focused on reducing the taxes of our clients wherever possible. Creative Planning Tax provides income-tax consulting and compliance services to high-net-worth individuals, businesses, trusts and not-for-profit entities.

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Estate Planning and Trust Administration Services

There are few firms in the country that can rival our experience in the areas of estate planning and asset protection. Our affiliated law firm is able to provide legal advice and draft trusts and other legal documents. It can also advise on asset protection, business succession planning and charitable giving.

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Retirement Planning

At Creative Planning, we take a comprehensive, financial planning-led approach to your retirement plan and apply the expertise of our in-house team of tax, legal and insurance specialists to create and maintain a retirement plan that will work as hard as possible to maintain your desired lifestyle in retirement.

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Institutional Services

Creative Planning offers an array of services for institutions, including endowments, foundations, charities and other nonprofit organizations to help maximize the resources available to serve their charitable missions.

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so we'll meet you wherever you are.

Request A Meeting

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(866) 909-5148

Resources for investors who want
to make more informed choices.

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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING