About Creative Planning

Creative Planning is designed to be set apart from other wealth management firms. We believe your portfolio must consider not only your current financial situation and long-term goals but also the unique circumstances in your life.

Creative Planning’s team includes an experienced attorney, a financial planner, and a CPA. These individuals not only work directly with clients, but they also share their expertise with colleagues, creating a deep bench of professionals to serve you.

Each client of Creative Planning works directly with a wealth manager. The wealth manager is an experienced professional who helps create a customized investment strategy based on your long-term goals. Your wealth manager coordinates with a dedicated team of specialists to implement the strategy. Your wealth manager also provides ongoing communication and strategic review sessions to ensure that your plan continually adapts to your changing needs.

Who We Are