Creative Planning

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2801 E Camelback Rd Ste 200
Phoenix, AZ 85016
+1 (480) 782-1034
https://creativeplanning.com

Creative Planning is a leading wealth management firm headquartered in Phoenix, Arizona, specializing in a wide array of financial services including investment management, estate planning, and strategic tax planning. With a focus on ultra-affluent and high-net-worth clients, the firm emphasizes a holistic approach to wealth management that integrates various financial disciplines for optimal results.

Under the leadership of President and CEO Peter Mallouk, Creative Planning offers customized family office services, wealth transfer solutions, and charitable planning initiatives, all designed to help clients navigate complex financial landscapes. Recognized for its excellence, the firm has garnered numerous awards, solidifying its reputation as a top Registered Investment Advisory (RIA) firm in the industry.

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