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Creative Planning is an independent wealth management firm specializing in comprehensive services for ultra-affluent and high-net-worth individuals, as well as business consulting and tax services. With a team of over 525 Certified Financial Planner Professionals, the firm offers customized solutions in areas such as estate planning, investment management, and strategic tax planning.

Recognized as a leader in the financial services industry, Creative Planning manages and advises on over $370 billion in assets nationwide. Their commitment to excellence is evidenced by multiple awards, including recognition as a top Registered Investment Advisor (RIA) firm and a Charitable Champion for their philanthropic efforts.

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