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Request a Meeting

Denver – Boulder – Colorado Springs 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 Denver–Aurora–Lakewood 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

  • ...
    John Baker
    Managing Director, Partner
  • ...
    Benjamin Briggs
    Wealth Manager
  • ...
    Jason Dohrman
    Wealth Manager
  • ...
    Justin Hawksley
    Wealth Manager
  • ...
    Ryan Kaszycki
    Wealth Manager
  • ...
    Colleen Maldonado
    Wealth Manager
  • ...
    Mike Rabbitt
    Wealth Manager, Partner
  • Jeff Brownlee
    Financial Planner
  • Brian Lester
    Financial Planner
  • Darren Osbahr
    Financial Planner, Partner
  • Kara Feuerborn
    Tax
  • Elizabeth Kouri
    Tax, Partner

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