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
A Barron's Top RIA Firm
Proud to be ranked among Barron's Top RIA Firms (2019-2023)*
Over $245 Billion
In combined assets under management and advisement as of July 1, 2023
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

Top RIA Firms (2019-2023)*

Top RIA Firms (2014-2020)*

Top RIA Firms (2013-2022)*
“Creative Planning is at the vanguard of a profound shift in finance.”
