High-Net-Worth Wealth Management
Providing fiduciary financial services uniquely designed to meet your needs.
A Planning-Led Approach to Managing Your Wealth
At Creative Planning we understand your needs and goals are unique, so they can't be met with a standard plan or portfolio. That's why we take a planning-first approach, building a custom financial plan that will drive decisions around all aspects of how your money is managed. It's this commitment to your individual needs that helps us advocate for what's most important to you.
Services for All Elements of Your Financial Life
$325B+
In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2024*
3,400+
Clients with more than $5M in assets under management
50
States served nationwide
INVESTMENT STRATEGY
Public and Private Investments
Your custom portfolio will include a mix of public and private investments to provide growth opportunities while managing risk. Due to our size and negotiating power, Creative Planning is uniquely positioned to provide access to what we believe to be top-tier investments, at exclusive pricing. We're highly selective of the firms we work with, only choosing those with significant experience that have delivered consistent results for their investors.
GROW, PROTECT AND TRANSFER YOUR WEALTH
Creating a Legacy
Wealth management is about more than growing and protecting your assets — it's also about defining a purpose and a vision for your wealth, both now and for future generations. Creative Planning's team-based, comprehensive approach to wealth management will bring together our in-house CPAs, attorneys, insurance specialists and more to help you establish a legacy you can be proud of for years to come.
WHY CREATIVE PLANNING
A Fiduciary for Your Best Interests
At all times in our relationship, we serve as a fiduciary. That means our goals are always aligned with yours. We make decisions based on your needs only.
- Independent, Private Wealth Management Firm
- Not Tied to a Family of Funds or Other Investment Products
- Will Only Make Recommendations in Your Best Interests
Let's Talk
Fill out the form to schedule your call. We'll gather some information about your financial and life goals to match you with an advisor best suited for your needs.
Let's Talk
Meet With an 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.
