About Us

Aviation Financial Freedom is a specialty practice of Creative Planning.

We believe your portfolio must consider not only your current financial situation and long-term goals, but also the unique circumstances in your life as an airline pilot.

Our team understands that pilots operate in a controlled work setting. Your colleagues and passengers are counting on you. You know when to show up and where you need to be. You want to work with wealth management and estate planning professionals who share your sense of responsibility to the people they serve.

We also know how important it is to keep your finances in good order so that you are well prepared to make informed decisions as you encounter choices along the way, both pre- and post-retirement. Your Aviation Financial Freedom team at Creative Planning follows a clear process that helps break down complexity and keeps you on course to reach your goals.

Who We Are

We are a specialty practice of Creative Planning a national wealth advisory firm that provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States for two consecutive years (2014-2015).* As of June 30, 2021, Creative Planning manages $90 billion for clients in all 50 states and abroad.

Peter Mallouk, president and CEO of Creative Planning, is a lawyer as well as a financial advisor. Barron’s magazine named Peter the #1 Independent Financial Advisor in America for three consecutive years (2013-2015). Peter was recognized on Worth magazine’s Power 100, a list featuring the 100 most powerful men and women in global finance (2017, 2018). In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award.

*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The company never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.

#1 Wealth Management Firm in America
(2014-2015)*

Named to Top RIA list in America
(2012-2020)*

Rated as the No. 1 Wealth Manager
(2020)*

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