Get Your Free Portfolio Checkup
Ensure your investment strategy and portfolio are aligned with your short- and long-term goals.
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.
- Comprehensive Wealth Management
- Investment Management
- Financial Planning
- Retirement Planning
- Strategic Tax Planning
- Estate Planning and Trusts
- Risk Management
- Education Planning
- Comprehensive Wealth Management
- Investment Management
- Financial Planning
- Retirement Planning
- Strategic Tax Planning
- Estate Planning and Trusts
- Risk Management
- Education Planning
How We Select Investments
We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short term so that you can prosper in any market condition.
We don’t believe in market timing. We don’t believe in allocating portfolios according to only risk or age. We create a financial plan that’s based on your needs and goals, then we build a portfolio to match.
#1
Ranking
Ranked #1 on RIA Channel’s List of the Top 100 Wealth Managers (2020)*
$225
Billion
Combined assets under management & advisement as of 12/31/21
50
States & Abroad
Providing financial peace of mind nationwide and across the globe.
#1 Independent Advisory Firm
(2017)*
Named to Top RIA list
(2014-2020)*
#1 Wealth Management Firm
(2014-2015)*
"Creative Planning is at the vanguard of a profound shift in finance."
