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Seattle-Tacoma 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 Seattle-Tacoma 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

500 108th Avenue Northeast Office 11 Ste 1100 | Bellevue, WA

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
Managing Director
Wealth Manager
Financial Planner
Tax
Legal
Operations
  • ...
    Carlos Lopez
    Managing Director, Partner
  • ...
    Nick Bedlan
    Wealth Manager
  • ...
    Peter Boyack
    Wealth Manager, Partner
  • ...
    Maria Hare
    Wealth Manager
  • ...
    Pete Moormeier
    Wealth Manager
  • Ryan Adams
    Financial Planner
  • Sarah Ayler
    Financial Planner, Partner
  • Dillon Carter
    Financial Planner
  • Nolan Plous
    Financial Planner
  • Josh Schmitt
    Financial Planner
  • Elizabeth Kouri
    Tax, Partner
  • Eric Modrell
    Tax, Partner

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.

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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