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Helping physicians reach their goals for financial independence

We have your best interests at heart

Physician Financial Freedom is a specialty practice of Creative Planning. We believe that every physician should be able to become financially free. Our holistic family office approach to wealth accumulation, asset protection, and transfer of assets offers a full range of expertise from multiple financial services fields, coordinated and tailored to the unique needs and goals of medical professionals.

We are at your side, step by step, helping you along a path toward the financial freedom you deserve.

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#1 Ranking

Ranked the #1 Wealth Management Firm in America by Barron’s (2017)*

*Please see important disclosure information

$69.4 Billion

Assets Managed by Creative Planning as of 12/31/20