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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 Greater 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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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

...

Ben Djelassi

Managing Director
...

Gregory Harris

Wealth Manager
...

Christopher Kelliher

Wealth Manager, Partner
Connor Dominici

Financial Planner
Brian Lester

Financial Planner
Audrey Horton

Tax
Elizabeth Kouri

Tax, Partner
Amy McCue

Tax
Amanda Evans

Operations
Timothy Larson

Operations
Tyler Rutledge

Operations

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

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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

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(866) 273-2848

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Boston Area