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LOCAL EXPERTISE. ALL IN-HOUSE

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

3630 Peachtree Road Northeast Ste. 300 | Atlanta, GA
11175 Cicero Drive, Suite 510 | Alpharetta, Georgia. 30022

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

All JOB ROLES
All JOB ROLES
Managing Director
Wealth Manager
Financial Planner
Tax
Legal
Operations
  • ...
    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, 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
  • Max Collins
    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, CPA
    Tax, Partner
  • Christina Knopke, JD
    Legal, Partner
  • Natalie Kump, JD
    Legal
  • Renee Rohe, JD, LLM
    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
Load More

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

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About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Locations

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