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About Creative Planning

Ranked #1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in the Atlanta Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

*Barron’s 2017
Important disclaimer information

Services Offered

  • Comprehensive Wealth Management
  • Investment Management
  • Tax Preparation & Planning
  • Trusts & Estate Planning
  • Financial Planning
  • Retirement Planning
  • Insurance
  • International Services

All services

Meet Your Team

  • ...
    Jeff Juday, CFP®
    Managing Director, Partner
  • ...
    Amy Merrill, CFP®
    Managing Director, Partner
  • ...
    Jordan Arave, CFP®, MS
    Wealth Manager
  • ...
    Ashley Barba, CFP®
    Wealth Manager
  • ...
    Jennifer Birchett, CPA/PFS, CFP®
    Wealth Manager, Partner
  • ...
    Leslie Blanchard, CFP®, CPA
    Wealth Manager
  • ...
    Mandi Davis, CFP®
    Wealth Manager
  • Marjorie-Edenfield
    ...
    Marjorie Edenfield, CFP®, CDFA®
    Wealth Manager
  • John Edgar
    Wealth Manager
  • Jim Heard, CFP®
    Wealth Manager, Partner
  • Brian Huey, MBA, CFP®
    Wealth Manager
  • ...
    Michael Jacobs, CFP®
    Wealth Manager
  • ...
    Chris Johnson, CFP®, MBA
    Wealth Manager
  • Tom Langmo, CPA
    Wealth Manager
  • ...
    Stacy Lewis, CFP®
    Wealth Manager, Partner
  • ...
    Shawn Meade, MS, CFP®, CPA
    Wealth Manager, Partner
  • ...
    Chelsea Nalley, CFP®
    Wealth Manager
  • ...
    Kristin Pugh, CFP®
    Wealth Manager
  • ...
    Lane Steinberger, MBA, CFA®, CFP®
    Wealth Manager, Partner
  • ...
    Roger Ward, CPA/PFS, CFP®
    Wealth Manager, Partner
  • Michael Bennett, MS, CFP®
    Financial Planner
  • Brooke Cantrell, CFP®
    Financial Planner
  • Zachary Groover, MBA
    Financial Planner
  • Evan Hecht, CFP®
    Financial Planner
  • Sarah Owen, CFP®
    Financial Planner
  • Stephen Roegge, CFP®
    Financial Planner
  • Mallie Scott, CFP®
    Financial Planner
  • Michael Toole, MS, CFP®
    Financial Planner
  • Dalton Woods
    Financial Planner
  • Kara Feuerborn, CPA
    Tax
  • Katie Stevens, CPA
    Tax
  • Candace Varner Portrait
    Candace Varner, CPA
    Tax, Partner
  • Christina Knopke Portrait
    Christina Knopke, JD
    Legal
  • Renee Rohe, JD, LLM
    Legal
  • Eric Ziegenhorn, JD
    Legal
  • Penny Arington
    Operations
  • Chris Ball
    Operations
  • Cyndi Conner, SILA
    Operations
  • Lisa Delaney
    Operations
  • Lisa Edwards
    Operations
  • Kevin Flores
    Operations
  • Annmarie Gilbo
    Operations, Partner
  • Andrea Haupt
    Operations
  • Jack Hayslett
    Operations
  • Jeff Knowles
    Operations
  • Stephanie Martin
    Operations
  • Shannon Schneider
    Operations
  • Stacy Zahn
    Operations

Get on the path to a more comprehensive, personalized approach to your wealth..

Let’s Talk!

Request a Meeting

Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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