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Charleston Area

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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 Charleston 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

...

Mathew Emmert

Wealth Manager, Partner
...

Hannah Knoll, CFP®

Wealth Manager, Partner
...

Tim Ritter, MBA, CFP®

Wealth Manager
Charlotte Morgan

Financial Planner
Tizzi Blackburn, CPA

Tax, Partner
Rebecka Jensen

Tax
Jon Davis, JD

Legal
Chris Hawkins, JD

Legal
Penny Arington

Operations
Nyisha Jones

Operations
Shannon Schneider

Operations
Stacy Zahn

Operations

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

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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.

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Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

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(866) 273-2848

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Request a Meeting

Thank you for your interest in Creative Planning!

Charleston Area