Boston 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 Boston 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
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118 Turnpike Road , Suite 300, Southborough, MA 01772

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Services Offered

Comprehensive Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Services Offered

Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team

Ben Djelassi, CFP®

Managing Director, Partner

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Andrew Vernazza

Wealth Manager, Partner

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Anpu Stephens, CFP®

Wealth Manager, Partner

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Chris Kelliher, MBA, CFP®

Wealth Manager, Partner

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Eric Ganeles, CRPC®, CSRIC®

Wealth Manager

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Greg Harris

Wealth Manager, Partner

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Matt Elsenbeck

Wealth Manager, Partner

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