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Serving Clients Nationwide

Our Locations

With clients in all 50 states, we’re built to provide a richer way to wealth no matter where you live.

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Locations

  • Alaska
    Alaska
  • Atlanta Area
    Georgia
  • Austin Area
    Texas
  • Bend, Oregon Area
    Oregon
  • Billings Area
    Montana
  • Boise–Treasure Valley Area
    Idaho

Great news, we have locations in your area!

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Find out more about locations in this area, meet your local team, and schedule a meeting.

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Don’t see your hometown on our list?

Don’t worry! We have wealth managers serving clients in all 50 states, and we’re adding new office locations all the time. Contact us today so see how we can best serve you.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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