Financial Services for Business Owners

From retirement plans and IT support to valuations and exit strategies, we can help you make the most of your business.

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Comprehensive Solutions to Help Optimize the Future of Your Business

Whether you’re a corporate executive or business owner, you can benefit from Creative Planning’s expertise in business advisory services, including employer-sponsored retirement plans, legal services or knowing the value of your business. Much like our comprehensive wealth management offering, our business advisory services allow you to receive the advice you need to make more confident decisions about the future of your business.

Business Advisory Services Include:

  • Retirement Plan Advisory
  • 3(38) and 3(21) Fiduciary
  • TPA Recordkeeping
  • M&A Consulting
  • Business Valuation
  • Technology Solutions/ IT Support
  • Business Incorporation/LLCs
  • Buy-Sell Agreements
  • Corporate Law
  • Exit & Succession Planning

Retirement Services

Employee retirement plan and fiduciary services for companies of all sizes. Plan design; investment advice; ERISA compliance; participant engagement.

Technology Solutions

Strategic, proactive IT support to help ensure your organization’s tech systems are secure and up to date.

Business Valuation Services

Providing valuation reports for business owners and stockholders to inform better business decision-making.


Delivering a full suite of legal services to support your organization. Succession planning; powers of attorney; buy-sell agreements and more.

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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


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Providing financial peace of mind across the globe



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