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Request a Meeting

New York–Tri-State 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 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.

*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

  • Mark Doman
    Managing Director, Partner
  • ...
    Cameron Andre
    Wealth Manager
  • ...
    Paolo Ferretti
    Wealth Manager
  • ...
    James Fleming
    Wealth Manager
  • ...
    John Kang
    Wealth Manager, Partner
  • ...
    Brian Katzman
    Wealth Manager
  • ...
    Tom Maclaughlin
    Wealth Manager
  • ...
    Chris North
    Wealth Manager, Partner
  • ...
    Andrew Sasso
    Wealth Manager
  • ...
    Kenneth Steeves Jr
    Managing Director
  • Justin Bogardus
    Financial Planner
  • Jeff Brownlee
    Financial Planner

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