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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
Important disclaimer information

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

All JOB ROLES
All JOB ROLES
Managing Director
Wealth Manager
Financial Planner
Tax
Legal
Operations
  • ...
    Ben Djelassi, CFP®
    Managing Director
  • ...
    Matt Elsenbeck
    Wealth Manager
  • ...
    Eric Ganeles, CRPC®, CSRIC®
    Wealth Manager
  • ...
    Greg Harris
    Wealth Manager
  • ...
    Chris Kelliher, MBA, CFP®
    Wealth Manager, Partner
  • ...
    Anpu Stephens, CFP®
    Wealth Manager
  • ...
    Andrew Vernazza
    Wealth Manager
  • Nick Czarnecki
    Financial Planner
  • Todd Ericson, CFP®, ChFC®
    Financial Planner
  • Brian Lester, CFP®
    Financial Planner
  • Reba Pennell
    Financial Planner
  • Brett Basom, CPA
    Tax
  • Audrey Horton, CPA
    Tax
  • Elizabeth Kouri, CFP®, CPA
    Tax, Partner
  • Amy McCue, CPA
    Tax
  • Eric Filimon
    Legal
  • Christina Knopke, JD
    Legal
  • Renee Rohe, JD, LLM
    Legal
  • Amanda Evans
    Operations
  • Cory Ginger, MBA
    Operations
  • Carolyn Ink
    Operations
  • Tyler Rutledge
    Operations
  • Jenny Schneider
    Operations
Load More

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

Let’s Talk!

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About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Locations

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