Creative Planning

Highly Engaged Employees

Creative Planning, founded in 1983, is a prominent independent wealth management and registered investment advisory firm. The company provides a comprehensive suite of financial services, including investment management, retirement planning, tax strategy, estate planning, and business succession. By operating as a fiduciary, Creative Planning ensures that all advice is centered on the client's best interests, distinguishing its service model within the competitive finance and investment banking sectors.

With a robust operational footprint, Creative Planning maintains 43 locations across the United States. The firm supports its diverse client base—ranging from individuals and families to business owners and institutions—through a dedicated workforce of 1,000-5,000 employees. Meet Creative Planning's team to learn about the financial professionals driving the firm's personalized, integrated financial solutions. The organization leverages its scale to provide sophisticated family office services and risk management strategies tailored to complex financial needs.

In the broader market, Creative Planning competes with established entities such as Mariner, Wealth Enhancement, and Edelman Financial Engines. The firm’s growth strategy focuses on delivering high-touch, fiduciary-based advice that integrates multiple financial disciplines into a cohesive strategy. By maintaining a strong presence in the wealth management industry, Creative Planning continues to expand its influence, providing customized portfolio management and tax advice to a growing institutional and private client base. The firm’s long-standing history and commitment to integrated financial planning solidify its position as a leader in the wealth management landscape.