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.

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
  • Comprehensive Wealth Management
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Strategic Tax Planning
  • Estate Planning and Trusts
  • Risk Management
  • Education Planning
OUR INVESTMENT PHILOSOPHY

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 and advisement as of December 31, 2021

50

States and Abroad

Providing financial peace of mind nationwide and across the globe

*Industry disclaimer information
ALL THE EXPERTISE. ALL IN HOUSE.

Hear From Peter Mallouk, President of Creative Planning

At Creative Planning, we believe there’s a richer way to wealth™. We obsess over every detail of your full financial picture, offering you a clear, customized plan to maximize your wealth.

Hear from Peter Mallouk, President of Creative Planning
#1 Independent Advisory Firm
(2017)*
 Named to Top RIA list
(2014-2020)*
Named To Top RIA LIST
(2013-2022)*

"Creative Planning is at the vanguard of a profound shift in finance."

*Industry disclaimer information

Book Your Free Meeting

Book Today
About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Locations

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021