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Services for Individuals

Creative Planning brings you a team of in-house expertise-wealth managers, CPAs, estate attorneys and insurance specialists-to ensure every element of your financial plan is working harder, together so you can enjoy a richer way to wealth.

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Comprehensive Wealth Management

Your investments, taxes and estate—optimized to work together.

Investment Management

No standard portfolios. No set-it-and-forget-it plans.

Strategic Tax Planning

Smart tax strategies to help you keep more of what’s yours.

Estate Planning & Trusts

Guiding the preservation and transfer of wealth to your loved ones.

Financial Planning

Personalized recommendations to help you reach your goals.

Retirement Planning

A clear roadmap to support your income and desired lifestyle in retirement.

Business Owner Services

Managing your company’s retirement plan; conducting valuations to know its worth.

International

Helping Americans abroad navigate the financial nuances of global life and work.

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LET’S TALK

Meet with a financial advisor at a location near you.

Creative Planning has advisors in just about every major metropolitan area. We look forward to getting to know you.

“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