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Research Triangle Area

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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 Research Triangle 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

All JOB ROLES
All JOB ROLES
Wealth Manager
Financial Planner
Tax
Legal
Operations
  • ...
    AJ Jordano, CFP®, CPA, MBA
    Wealth Manager, Partner
  • ...
    Chip Jurgensen, CFP®, MBA
    Wealth Manager
  • ...
    John Vagianos, CFP®
    Wealth Manager
  • ...
    Steven Gasparini, CFA®
    Financial Planner
  • Matthew Marinovich, CFP®
    Financial Planner
  • DJ Schoen, CFP®
    Financial Planner
  • Andrew Allen, CPA
    Tax
  • Dave Merrill, CPA
    Tax, Partner
  • Maggie Fisher, JD
    Legal
  • Christina Knopke Portrait
    Christina Knopke, JD
    Legal
  • Dawn Gerhart
    Operations
  • Stephanie Martin
    Operations

Get on the path to a more comprehensive, personalized approach to your wealth..

Let’s Talk!

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Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.

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About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Locations

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