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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 Bozeman 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

All JOB ROLES
All JOB ROLES
Wealth Manager
Tax
Legal
Operations
  • ...
    Tom Langmo, CPA
    Wealth Manager
  • Candace Varner, CPA
    Tax, Partner
  • Michael Lankford, JD, LLM
    Legal, Partner
  • Sarah Bregman, FPQP®
    Operations
  • Lisa Edwards
    Operations
Load More

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

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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