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 March 31, 2021, Creative Planning manages $75.6 billion for clients in all 50 states.
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.