Request a Meeting

Request a Meeting

National Capital Region

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 National Capital Region 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 Bruyette
    Managing Director, Partner
  • ...
    David Burgess
    Managing Director, Partner
  • ...
    Pete Speros
    Managing Director, Partner
  • Greg Sullivan
    Managing Director, Partner
  • ...
    Kris Andrejev
    Wealth Manager, Partner
  • ...
    Weston Burnett
    Wealth Manager
  • ...
    Patrick Dunne
    Wealth Manager
  • ...
    Daniel Graff
    Wealth Manager, Partner
  • Drew Howell
    Wealth Manager, Partner
  • ...
    Gary Ingram
    Wealth Manager, Partner
  • ...
    Mark Johannessen
    Wealth Manager, Partner
  • ...
    Jeremy Laughton
    Wealth Manager

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