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Austin Area

Providing financial peace of mind across the globe and in your local area.

LOCAL EXPERTISE. ALL IN-HOUSE.

About Creative Planning

Ranked the No. 1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in Austin Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

Services Offered

Services Offered

Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team

Conner Sivewright, CFP®
Wealth Manager, Partner
Josh Cromer, CFP®
Wealth Manager
Kira Scott, CFP®
Wealth Manager
Sarah Wasaff
Wealth Manager, Partner
Scott Adair, CFP®
Wealth Manager
Stefany Quirico, CFP®
Wealth Manager
Steve Harvey, CFP®, CPA
Wealth Manager, Partner
Stuart Vick Smith, CPA
Wealth Manager, Partner
Vanessa McElwrath, CFP®, CPA
Wealth Manager
Jonathan Copley
Director of Client Engagement

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.

 

Prefer to discuss over the phone?
833-416-4702