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Tyler Fortney

Wealth Manager

Tyler serves as a Wealth Manager, working closely with his clients to establish and maintain comprehensive financial plans. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Tyler covers all aspects of professional wealth management.

Tyler has spent his entire career in the financial services industry and offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Tyler served as an investment consultant for a large financial services firm. Tyler was responsible for having a deep understanding of his clients’ circumstances and worked closely with them to help achieve their goals.

Tyler holds Bachelor of Science degrees in both Finance and Accounting from Kansas State University.

In his free time, Tyler enjoys spending time with his family, traveling, and being on the golf course.

*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