Comprehensive Wealth Management
At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, attorneys, investment specialists and insurance professionals works together to integrate all aspects of your financial life into a comprehensive, actionable plan.
Services for All Elements of Your Financial Life
Financial Planning
Investment Management
Retirement Planning
Strategic Tax Planning
Estate Planning
Insurance
Get Transparent Financial Advice
Connect with a financial advisor in your area for a free, no-obligation consultation.
Over $345 Billion
In combined assets under management or advisement by Creative Planning and its affiliates as of September 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.
Why Creative Planning
Your Best Interests. Always.
As a registered investment advisory firm, we have a fiduciary obligation to act in your best interests. 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
OUR APPROACH
Simple, Transparent Fee Structure
We charge a straightforward fee based on the assets we manage on your behalf. This approach helps ensure our interests are aligned with yours. We succeed when you succeed.
- Comprehensive Wealth Management
- Custom Portfolio and Financial Plan
- Ongoing Financial Advice
- Legal and Tax Advice
Let's Talk
Meet With a Financial 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.
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.
