Family Office Services for High-Net-Worth Families
Managing your wealth in a coordinated manner is just as important as building wealth. In addition to managing your investments, we have the resources and expertise to help coordinate your family’s financial and lifestyle needs.
Services for All Elements of Your Wealth
Investment Management
Strategic Tax Planning
Outsourced Accounting and Bill Pay Services
Legacy Planning and Gifting Strategies
Expat Financial Planning
Risk Management and Asset Protection
Meet With an Advisor
Connect with a wealth advisor in your area for a free, no-obligation consultation.
Over $325 Billion
In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2024.*
50 States and Abroad
Providing financial peace of mind nationwide and in 90 countries.
465+ CFP® Professionals
A team of specialists fiercely determined to provide you with the best possible plan to grow, protect and transfer your money.
Support You Can Rely On
Creative Planning’s wealth managers work with an in-house team of CPAs, attorneys and insurance specialists to cover the range of needs you and your family may have.
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Investment Risk Management
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Access to Top-Tier Investments at Exclusive Pricing
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Creation of a Donor-Advised Fund
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Plans for Generational Wealth Transfer
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Accounting and Payroll Services for Your Business
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A Dedicated Accounts Payable Team to Handle Bill Payments
Your Best Interests. Always.
As a registered investment advisory firm, we have a fiduciary responsibility to act in your best interests. We make decisions based solely on your needs.
- Independent, Private Wealth Management Firm
- Not Tied to a Family of Funds or Other Investment Products
- Recommendations Are in Your Best Interests
Let's Talk
Meet With a Wealth Advisor at a Location Near You
Creative Planning has advisors in just about every major metropolitan area, and they can travel to you. We look forward to getting to know you.
Awards & Recognition
Top RIA Firms
2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms
2024
Awarded each July, based on data from a 12-month period through December 31.
