Experience a Richer Way to Wealth
Why not give your wealth a second look?
At Creative Planning, our wealth managers work with in-house CPAs and attorneys to look at all elements of your financial picture to ensure your money is working as hard as it can for you, every day, year in and year out.
Comprehensive Wealth Management
Your investments, taxes and estate plan–optimized to work harder, together.
Tailored Investment Management
No standard portfolios; no set-it-and-forget-it allocations.
Our Obsession: Showing you a richer way to wealth
Other firms provide set-it-and-forget-it plans and standard portfolios that only focus on the destination of wealth. We’re the partner that’s dedicated to giving you a richer journey along the way.
#1 Independent Advisory Firm
(2017)*
Named to Top RIA list
(2014-2020)*
Named To Top RIA LIST
(2013-2022)*
"Creative Planning is at the vanguard of a profound shift in finance."
Latest Insights
The Benefits of Qualified Charitable Distributions (QCDs)
The IRS allows individuals over age 70 and a half to donate up to $100,000 per year from a retirement account directly to a charity, with no negative tax impact.
5 Tips for Reviewing and Organizing Your Beneficiary Designations
Why It’s Important to Update Your Beneficiary Designations Have you ever wondered why people claim “the devil is in the details”? When it comes to beneficiary designations, this couldn’t be a truer idiom — an unsuspecting and seemingly insignificant detail can often...
5 Credit Mistakes to Avoid
Using credit wisely is one of the keys to achieving long-term financial success. By avoiding these five credit mistakes, you can maintain a healthier relationship with debt.
Cash Is Not an Investment Strategy
One of the most frequent questions we get from our clients is, “What should I do with my excess cash?” So, how do we answer this question?
