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Judd Eberhart

Wealth Manager

Judd serves as a Wealth Manager, working with his clients to develop and deliver financial plans that stretch beyond core investment advice to address current and future goals as part of a comprehensive wealth plan. He specializes in the areas of investment management, retirement planning, estate planning, charitable planning and risk management.

Judd brings more than 7 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, he worked as a Portfolio Manager and Wealth Planner at a national wealth management firm where he served high net worth individuals and families. Judd focused on advising individuals and families using holistic financial advice and customized investment management to help them achieve their goals.

Judd earned his bachelor’s degree in Accounting from Miami University. Judd is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planning Board of Standards.

Judd and his wife Heather, have one daughter – Blake. In his spare time, he enjoys volunteering with organizations that focus on the advancement of financial education for all. He also enjoys traveling, reading and spending time with family and friends.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021