Request a Meeting

Request a Meeting

Cincinnati Area

LOCAL EXPERTISE. ALL IN-HOUSE

About Creative Planning

Ranked #1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in the Cincinnati 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

  • ...
    Bruce Berno
    Managing Director, Partner
  • ...
    Kevin Copley
    Managing Director, Partner
  • ...
    Kathleen Blain
    Wealth Manager
  • ...
    Judd Eberhart
    Wealth Manager
  • ...
    Donna Ellis
    Wealth Manager
  • ...
    Jay Lame
    Wealth Manager
  • ...
    Anne Megerle
    Wealth Manager, Partner
  • ...
    Matt Pitzer
    Wealth Manager
  • Jenny Henry
    Financial Planner
  • Angie Anderson
    Tax
  • Emily Hanover
    Tax
  • Jessica Bailey
    Operations

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

Let’s Talk!

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.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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