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Dallas–Fort Worth 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 Dallas–Fort Worth 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

  • ...
    Dan Foster, CPA, CFP®
    Managing Director, Partner
  • ...
    Susan Schildt, CFP®
    Managing Director, Partner
  • ...
    Justin Barringer, J.D., CFP®
    Wealth Manager
  • ...
    Ed Brownstein, CFP®
    Wealth Manager
  • ...
    Jason Gower, CFP®
    Wealth Manager
  • ...
    Karina Harrison, MBA, CFP®
    Wealth Manager
  • ...
    Stacy Marshall, CFP®
    Wealth Manager
  • ...
    Jason Preston
    Wealth Manager, Partner
  • ...
    Austin Wall, CPA, CFP®
    Wealth Manager
  • ...
    Zach White, CFP®, CPA, CFA
    Wealth Manager
  • Amy Crawford
    Financial Planner
  • Kolleen Freudiger, CPA, CFP®
    Financial Planner

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

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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