Awarded the #1 Independent Wealth Management Firm in America – Barron’s (2017)
Our fierce commitment to independence means you get unbiased advice, not sales. No hidden fees, commissions and none of our own mutual funds or hedge funds to cloud our vision or create conflicts of interest. We are singularly focused on providing advice and solutions that champion your best interests.
From the authors who brought you the #1 New York Times Bestseller, “UNSHAKEABLE: Your Financial Freedom Playbook” return with a new groundbreaking book determined to help you accelerate your personal journey, your path, to financial freedom. Peter Mallouk, the only man in history to be ranked the #1 Financial Advisor in the US. for three consecutive years by Barron’s (2013, 2014 and 2015), and Tony Robbins, the world’s leading life and business strategist, partner to share their decades of collective wisdom in this page turner. With plain English, witty humor and stories that inspire, The Path will help you chart your own personal course and give you the skills you need to navigate the seemingly complex world of personal finance.
"Creative Planning, is at the vanguard of a profound shift in finance: the move away from brokers and mutual fund companies peddling products for a fee, and toward firms offering truly independent, low-cost investment advice."
Ranked the #1 Wealth Management Firm in America by Barron’s (2017)
Assets Managed by Creative Planning
Providing financial peace of mind in all 50 states!
Discover the True Meaning of Transparency
Regardless of what the TV commercials insinuate, the vast majority of name brand firms are technically “brokers.” This means they get paid for putting your money in products or funds that benefit the house. We offer a refreshingly unbiased approach where we resolutely support your financial health, steer progress, and act as your legal fiduciary by upholding your interests above our own.
The Only Source of Knowledge is Experience.-Einstein
Established in 1983, we demonstrate our devotion to taking excellent financial care of our clients by surrounding them with a team of credentialed experts. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), Certified Public Accountants (CPA), Estate Planning Attorneys (JD), Risk Management Specialists and Retirement Planning experts.
Everyone Deserves the Ultra Wealthy Treatment.
Our holistic family office approach offers a full range of experts from every relevant field. This sets us apart from other independent financial advisors that typically only offer investment advice. Creative Planning gives you multidimensional advice – true comprehensive wealth management that is normally reserved for only the ultra-wealthy.