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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 Portrait
    Christina Knopke, JD
    Legal

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

Let’s Talk!

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Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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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