Castle Wealth Advisors
Has Joined Creative Planning

We are pleased to have joined Creative Planning,
one of the top independent wealth management firms in America¹, and are proud to lead its business valuation division, Castle Valuation.

At Creative Planning, we want you to enjoy your wealth today, starting with clear guidance and a custom-designed plan. You’ll get the combined expertise of our in-house team from a variety of financial disciplines, such as CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, and attorneys, to organize and optimize your assets—so that you can be confident knowing your investments, taxes, and estate plan are working harder, together.

All the expertise. All the advice you need. All in house. It’s how we show you A Richer Way to Wealth.™

1 As recognized by financial services industry media. See Important Disclosure Information about our Industry Recognition.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



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