Get Your Free Portfolio Checkup
Ensure your investment strategy and portfolio are aligned with your short- and long-term goals.
A Customized Portfolio for Every Client
No two client portfolios at Creative Planning will look exactly alike. We believe your portfolio should be tied to your financial goals, and the investments therein should give you the highest probability of achieving those goals. When you get a financial checkup from Creative Planning, we’ll review your investment portfolio to uncover hidden fees, assess how it aligns with your goals and risk tolerance, and identify opportunities to optimize your portfolio to help you achieve your version of financial success.
Services for All Elements of Your Financial Life:
Comprehensive Wealth Management
Investment Management
Financial Planning
Retirement Planning
Strategic Tax Planning
Estate Planning and Trusts
Risk Management
Education Planning
OUR APPROACH
Simple, Transparent Fee Structure
We charge a straightforward fee based on the assets we manage on your behalf. This approach helps ensure our interests are aligned with yours. We succeed when you succeed.
- Comprehensive Wealth Management
- Money Management and Financial Planning
- Ongoing Financial Advice
- Legal and Tax Advice
#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
Learn Why Clients Stay With Creative Planning Year After Year
Hear from President & CEO Peter Mallouk as he explains what makes Creative Planning stand out.
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.”
