An independent wealth advisory firm with $100 billion in assets and clients in all 50 states and abroad, as of November 2021. ... At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. If you’re ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. read more