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Request a Meeting

Naples–Marco Island 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 Naples–Marco Island 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

  • ...
    Jim Boxma, MBA, CFP®
    Wealth Manager
  • ...
    Dan Davis, CFP®
    Wealth Manager
  • Darsi McCarthy
    Wealth Manager
  • Meg Fitzgerald
    Financial Planner
  • John Modzelewski, CFP®
    Financial Planner
  • Chance Spangler
    Financial Planner
  • Zach Cox, CPA
    Tax
  • Kelsey Shireman, CPA
    Tax
  • Maggie Fisher, JD
    Legal
  • Marta Conley
    Operations
  • Jack Hayslett
    Operations
  • Timothy Larson
    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

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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