Integritas + Creative Planning
Integritas + Creative Planning
Whether you are fresh out of medical school, an industry veteran, or approaching retirement, Creative Planning can help.
Integritas has aligned with Creative Planning to serve your wealth management needs.
Fiduciary
Trusted
Transparent
#1 Ranking
Ranked #1 on RIA Channel’s list of the Top 100 Wealth Managers (2020)*
Over $210 Billion
Combined assets under management and advisement as of December 31, 2022
50 States and Abroad
Providing financial peace of mind nationwide and across the globe
Being part of the Integritas family means you have access to a suite of services at a negotiated rate.
Complimentary Assessment
I encourage you to schedule a call or visit with the team at Creative Planning to take advantage of a complimentary assessment of your personal financial situation along with a special offer for team members of Integritas!

Services Tailored to Providers’ Pain Points
Taxes
Personal Risk
Investments
Awards & Recognition

#1 Independent Advisory Firm (2017)*

Named to Top RIA List (2014-2020)*

Named to Top RIA List (2012-2022)*
“Creative Planning is at the vanguard of a profound shift in finance.”
