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Milford 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 Milford 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


Jen Boroff, CFP®, EA
Wealth Manager
Joe Lussier
Wealth Manager, Partner
Joe Cortese
Wealth Manager, Partner
Michael Glenn, CFP®
Financial Planner
Sierra Schlesner, CFP®
Financial Planner
Ben Hake, CPA
Tax, Partner
Keli Wike, CPA
Tax, Partner
Tizzi Blackburn, CPA
Tax, Partner
Chrissy Knopke, JD
Legal, Partner
Lea Bailes, JD
Legal, Partner
Renee Rohe, JD, LLM
Legal
Annie Hogan
Operations
Nyisha Jones
Operations
Renee Vogel
Operations, Partner

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.