About Company

Creative Planning is an independent wealth management and family office firm that provides comprehensive services including wealth management, ultra-affluent and high-net-worth investment management, financial and retirement planning, strategic tax planning, estate planning and trust services, business and 401(k) services, outsourced accounting and bill pay, and family office solutions such as legacy and charitable planning. Creative Planning manages and advises on hundreds of billions in combined assets, operates across all 50 states with a large team of CERTIFIED FINANCIAL PLANNER™ professionals, and focuses on integrated, institutional-quality solutions designed to preserve and grow client wealth while addressing complex tax, estate, and business needs.

Service Category

Area Served

Project Photos 

Reviews