Find Your Path to Financial Freedom

What You’ll Get from the Wealth Path Analysis:

  1. Net Worth Snapshot: A comprehensive understanding of your current savings.
  2. Retirement Projection: A general estimate of how much you’ll need to save to fund retirement.
  3. Tailored Suggestions: Guidance from your wealth manager to help you reach your goals.

About Creative Planning

#1

Ranking

Ranked #1 on RIA Channel®’s List of Top 100 Wealth Managers (2020)*

$225

Billion

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

50

States & Abroad

Providing financial peace of mind nationwide and across the globe.

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

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

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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