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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, CFP®

Managing Director
...

Greg Harris

Wealth Manager
...

Chris Kelliher, MBA, CFP®

Wealth Manager, Partner
...

Ted Krause, CFP®, MBA

Wealth Manager
...

Anpu Stephens, CFP®

Wealth Manager
Nick Czarnecki

Financial Planner
Brian Lester, CFP®

Financial Planner
Audrey Horton, CPA

Tax
Elizabeth Kouri, CFP®, CPA

Tax, Partner
Amy McCue, CPA

Tax
Gary Eastman, JD

Legal
Christina Knopke, JD

Legal

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

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Serving Clients Nationwide

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