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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.

Services Offered

Comprehensive 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
Andrew Vernazza
Wealth Manager
Anpu Stephens, CFP®
Wealth Manager
Chris Kelliher, MBA, CFP®
Wealth Manager, Partner
Greg Harris
Wealth Manager
Eric Ganeles, CRPC®, CSRIC®
Wealth Manager
Matt Elsenbeck
Wealth Manager
Placeholder Headshot
Nina Deschene
Financial Planner
Audrey Horton, CPA
Tax
Tyler Rutledge
Operations
Carolyn Ink
Operations
Cory Ginger, MBA
Operations
Amanda Evans
Operations
Renee Rohe, JD, LLM
Legal
Christina Knopke, JD
Legal, Partner
Eric Filimon
Legal
Amy McCue, CPA
Tax
Elizabeth Kouri, CFP®, CPA
Tax, Partner
Brett Basom, CPA
Tax
Reba Pennell
Financial Planner
Brian Lester, CFP®
Financial Planner
Todd Ericson, CFP®, ChFC®
Financial Planner
Nick Czarnecki
Financial Planner
Jenny Schneider
Operations

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.