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Helping you make a difference through investments, planning, and philanthropy

Investing in what matters

Social Impact Financial is a specialty practice of Creative Planning. Our Social Impact Financial team is committed to helping you and your family make a difference through socially-conscious strategies for your investment portfolio, impact investment opportunities, and philanthropy planning to support the causes you care about.

We understand that philanthropy, social responsibility, community impact, and corporate citizenship are important values among our clients. We share those values, especially as environmental, social, and governance (“ESG”) factors become increasingly important drivers of our economy, quality of life in our communities, and positive change.


#1 Ranking

Ranked the #1 Wealth Management Firm in America by Barron’s (2017)*

*Please see important disclosure information

$75.6 Billion

Assets Managed by Creative Planning as of 03/31/21

50 States and Abroad

Serving You Where You Live

Connected to Your Community

Creative Planning’s Social Impact Financial specialty practice is available to serve you wherever you are. With offices across the country and professionals in every state, our people are part of your community.

Creative Planning deeply respects each client’s unique combination of social impact goals, philanthropy priorities, and community causes.

We demonstrate our own commitment through Creative Planning’s support of community causes.