Creative Planning

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500 108th Ave NE Ste 1100
Bellevue, WA 98004

Creative Planning is an independent wealth management firm based in Bellevue, WA, specializing in a comprehensive suite of services for ultra-affluent and high-net-worth investors, including family office services, estate planning, and tax strategies. With over $354 billion in combined assets under management, the firm operates nationwide, providing tailored financial solutions to individuals, families, and organizations.

Recognized as a leader in the industry, Creative Planning boasts a team of 525 Certified Financial Planners and offers insights across a variety of topics, including investing, retirement, and business advisory services. The firm collaborates closely with an independent CPA firm to deliver audit and attest services, ensuring a holistic approach to its clients' financial needs.

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5.01 reviews
Judy G.
2/9/2024

I have been working with Aaron Nichols, and have found him to be thorough, insightful, intelligent, and of high integrity. We have developed an investment strategy that I like, and I benefit from...

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