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Chicagoland 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 Chicagoland 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

Services Offered

Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team

Ernie Talarico
Managing Director, Partner
Francis Enright, CFP®
Managing Director, Partner
Kim Riewerts, CFP®
Managing Director, Partner
Mike Moleski, CFP®
Managing Director, Partner
Scott Schuster, CFP®, CPA
Managing Director, Partner
Thomas Panoplos
Managing Director, Partner
Drew Blessman, CFP®
Wealth Manager, Partner
Eric Grauer, CFP®
Wealth Manager, Partner
Jessica Carter, CFP®
Wealth Manager, Partner
Joe Fazekas, CRPC®, CFP®
Wealth Manager, Partner
Kyle Griffith, CFP®
Wealth Manager
Marshall Lund, CFP®, CPWA®
Wealth Manager
Paul Casazza
Wealth Manager, Partner
Rachel Seiler, CFP®
Wealth Manager

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.

 

Prefer to discuss over the phone?
833-416-4702