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Milford, CT Area

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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 Milford, CT 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

All JOB ROLES
All JOB ROLES
Wealth Manager
Financial Planner
Tax
Legal
Operations
  • ...
    Jennifer Boroff, CFP®, EA
    Wealth Manager
  • ...
    Joe Cortese
    Wealth Manager
  • ...
    Joe Lussier
    Wealth Manager, Partner
  • Michael Glenn, CFP®
    Financial Planner
  • Deanna Harless, CFP®
    Financial Planner
  • Tom Licwinko, CFP®, CIMA®
    Financial Planner
  • Tizzi Blackburn, CPA
    Tax, Partner
  • Ben Hake, CPA
    Tax, Partner
  • Keli Wike, CPA
    Tax
  • Lea Bailes, JD
    Legal, Partner
  • Christina Knopke, JD
    Legal, Partner
  • Renee Rohe, JD, LLM
    Legal
  • Annie Hogan
    Operations
  • Nyisha Jones
    Operations
  • Renee Vogel
    Operations, Partner
Load More

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

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About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Locations

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