Investment Management Is at Our Core
At Creative Planning, many of our clients have sought us out for investment management services, while others are looking for help with their overall wealth management needs. In either case, we take the time to get to know our clients up front.
Our products and services are customized for our clients.
As one of the nation’s leading independent wealth management firms, we take our role as your advisor seriously. We spend time with our clients to understand their personal situation. This results in customized financial portfolios and wealth management solutions tailored to each client’s personal needs.
We will always search for the best investment options available to meet your long-term needs. Our job is to help you select the investments that have the highest probability of getting you the outcomes you want – not to sell investment products.
Creative Planning is recognized across the United States for our commitment to excellence in financial planning and wealth management. Our financial services are comprehensive. We employ Certified Financial Planner™ professionals, CPAs, CFAs, money managers, and attorneys all across the Creative companies. That means Creative delivers a team of credentialed, educated, experienced, and action-oriented advisors.
Our team focuses on investment planning. We pull all the pieces together to create a customized plan. We address all aspects of a plan – from estate planning, tax strategy, and risk management to retirement, education, asset protection and charitable planning.
We excel in the investment management industry because it is at the core of our services. Our $36 billion under management was gained primarily through referrals. We have extensive experience managing asset classes in all markets.
We do not experiment with our clients’ money, and we do not invest based on a hunch.
For most of our clients, the focus is to retain their current wealth, followed by growth. But each client has different needs and unique circumstances. We analyze all aspects of a client’s current financial situation and desired outcomes before constructing a portfolio.
Creative refuses to offer proprietary mutual funds because of the conflicts of interest they create. Creative also serves as a fiduciary. We must use the highest standard of care when advising clients on their money.
Creative offers 401(k) and profit-sharing consulting services. This includes asset allocation, fund performance reviews and comparisons, investment committee oversight, fiduciary services, investment plan design, and employee education programs.
Creative provides consulting services for institutions including endowments, foundations, charities, and other nonprofit organizations. Services include investment management, fund performance reviews, investment committee oversight, investment and spending policy guidance, and fiduciary services.
Private Wealth Management
Our primary focus is working with individuals, and we work with thousands of clients in all 50 states.
Our clients expect an ongoing customized, informed, tax sensitive approach to investing. We also provide ongoing financial planning to our clients to ensure the portfolio is not only adjusted based on market conditions, but also to adapt to our clients’ every changing situations and needs. We have been recognized nationally, many times, for our achievements in this area.
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A Holistic Approach to