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New York-Tri-State 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 New York-Tri-State 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

Ken Steeves
Managing Director, Partner
Mark Doman, MBA, JD
Managing Director, Partner
Andrew Sasso, CFP®, ChSNC®, ChFC®
Wealth Manager, Partner
Brian Katzman, CFP®
Wealth Manager, Partner
Cameron Andre, CFP®, CRPS
Wealth Manager, Partner
Chris North, CFP®
Wealth Manager, Partner
Joe Cortese
Wealth Manager, Partner
John Kang, CFP®
Wealth Manager, Partner
Kirby Mack, CFP®
Wealth Manager
Tom MacLaughlin, CFP®
Wealth Manager, 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.

 

Prefer to discuss over the phone?
833-416-4702