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Charleston 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 Charleston 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


Hannah Knoll, CFP®
Wealth Manager, Partner
Mathew Emmert
Wealth Manager, Partner
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Donnie Brooks Jr., JD
Legal
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Brandy Benton
Financial Planner
Charlotte Morgan, CFP®
Financial Planner
Jon Davis, JD
Legal
Stacy Zahn
Operations
Rebecka Jensen
Tax
Tizzi Blackburn, CPA
Tax, Partner
Chris Hawkins, JD
Legal
Mackenzie Buysse
Financial Planner
Nyisha Jones
Operations
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Penny Arington
Operations
Shannon 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.