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creativeplanning.com
Creative Planning is a leading U.S.-based wealth management and financial advisory firm offering comprehensive planning and investment services to individuals and families.
Creative Planning is a U.S.-based wealth management and financial advisory firm delivering planning-led, integrated services to individuals and families, including cross-border wealth management for expatriates through Creative Planning International. The firm focuses on tax planning, investment management, financial planning, and estate planning, with a global client base and a commitment to fiduciary standards and regulatory compliance.
Mission statement
To help clients achieve long-term financial goals through planning-led, integrated wealth management while upholding fiduciary standards and regulatory compliance.
Products & Services
Wealth Management Platform Platform
Tailored wealth management services for high-net-worth individuals, enhancing financial growth and security.
creativeplanning.com/services/comprehensive-wealth-management- ✓ Investment Management — Expert Portfolio Management
- ✓ High-Net-Worth Wealth Management — Personalized Wealth Strategies
- ✓ Ultra-Affluent Wealth Management — Exclusive Services for Ultra-Affluent
- ✓ Alternative Investments — Access Innovative Investment Opportunities
- ✓ Strategic Tax Planning — Optimize Tax Efficiency
- ✓ Estate Planning — Secure Family Legacies
- ✓ Retirement Planning — Plan for a Secure Retirement
Financial Planning and Estate Planning Service
Achieve financial clarity and confidence through personalized planning services.
creativeplanning.com/services/financial-planning- ✓ Comprehensive Financial Analysis — Conduct In-Depth Financial Reviews
- ✓ Estate Planning — Organize Wealth Transfer
- ✓ Goal-Oriented Planning — Set Personalized Financial Goals
- ✓ Investment Strategy Alignment — Integrate Investment & Financial Plans
- ✓ Regular Progress Review — Schedule Regular Check-Ins
Investment Management and Financial Solutions Service
Enhance portfolio performance with personalized investment management services.
creativeplanning.com/services/investment-management- ✓ Professional Portfolio Management — Achieve Optimal Returns
- ✓ Customized Investment Planning — Align Investments With Goals
- ✓ Tax-Optimized Investment Strategies — Reduce Tax Burden
- ✓ Alternative Investments — Diversify Investment Options
Tax Planning Service
Enhance your financial efficiency through expert tax planning services.
creativeplanning.com/services/tax-planning- ✓ Strategic Tax Planning — Optimize Tax Outcomes
- ✓ Comprehensive Tax Services — Provide Comprehensive Solutions
- ✓ Investment Tax Strategies — Enhance Investment Efficiency
Charitable Planning Service
Optimize your charitable contributions for financial and estate goals.
creativeplanning.com/services/charitable-planning- ✓ Philanthropic Alignment — Maximize Charitable Impact
- ✓ Estate Planning Integration — Strengthen Estate Plans
- ✓ Tax Benefits — Obtain Tax Deductions
Liquidity & Exit Planning Service
Achieve optimal wealth outcomes through tailored liquidity and exit strategies.
creativeplanning.com/services/liquidity-exit-planning- ✓ Comprehensive Liquidity Solutions — Maximize Capital Availability
- ✓ Strategic Exit Planning — Ensure Smooth Transitions
- ✓ Tax Efficiency Strategies — Minimize Tax Burdens
Mergers & Acquisitions and Consulting Service
Expert advisory on mergers and acquisitions for informed business decisions.
creativeplanning.com/business/mergers-acquisitions- ✓ Mergers & Acquisitions Advisory — Gain Insightful Advisory
- ✓ Strategic Consulting — Develop Growth Strategies
Business Valuations Service
Expert valuation services to optimize business transactions and governance.
creativeplanning.com/business/valuation-services- ✓ Business Valuations — Facilitates Accurate Business Valuations
- ✓ Transaction Support — Supports Mergers And Acquisitions
- ✓ Governance Support — Enhances Business Governance
Outsourced Accounting & Bill Pay Service
Streamline your financial operations with reliable outsourced accounting and bill-pay services.
creativeplanning.com/family-office/bill-pay- ✓ Outsourced Accounting & Bill Pay — Manage Your Finances Easily
- ✓ Detailed Financial Reporting — Gain Insights Into Your Finances
- ✓ Tax Compliance Support — Navigate Tax Regulations Confidently
Audit & Attest Service
Enhance transparency and reliability in financial reporting.
creativeplanning.com/business/audit-attest-services- ✓ Financial Statement Audits — Ensure Accurate Reporting
- ✓ Internal Control Assessments — Strengthen Operational Processes
- ✓ Compliance Attestation Services — Meet Regulatory Requirements
Payroll Services Service
Efficient and compliant payroll management for businesses of all sizes.
creativeplanning.com/business/payroll-management-services- ✓ Payroll Processing — Streamline Payroll Management
- ✓ Tax Compliance — Ensure Regulatory Compliance
- ✓ Employee Self-Service Portal — Empower Employees
- ✓ Payroll Reporting — Gain Actionable Insights
Legal Services Service
Comprehensive legal support for effective business and wealth management.
creativeplanning.com/business/legal-services- ✓ Business Law Guidance — Receive Expert Guidance
- ✓ Regulatory Compliance — Stay Compliant
- ✓ Estate Planning Support — Protect Your Legacy
- ✓ Dispute Resolution — Resolve Conflicts Efficiently
- ✓ Contract Review Services — Ensure Contract Compliance
Technology Solutions Service
Enhances operational efficiency through advanced technology integration.
creativeplanning.com/business/technology-solutions- ✓ Technology Solutions — Optimize Financial Operations
- ✓ Integrated Financial Systems — Seamless Data Flow
- ✓ Advanced Analytical Tools — Data-Driven Decision Making
Insurance Risk Management Service
Protects wealth through tailored insurance and risk management solutions.
creativeplanning.com/business/insurance-risk-management- ✓ Comprehensive Coverage Assessment — Identify Coverage Gaps
- ✓ Risk Mitigation Strategies — Reduce Financial Exposure
- ✓ Client-Centric Approach — Personalized Insurance Solutions
- ✓ Ongoing Policy Management — Maintain Optimal Coverage
International Wealth Service
Offers tailored wealth management solutions for expatriates and internationally living clients.
creativeplanning.com/international- ✓ Cross-Border Wealth Management — Facilitate Cross-Border Compliance
- ✓ Investment Management — Optimize Global Investments
- ✓ Strategic Tax Planning — Minimize Tax Liabilities
- ✓ Financial Planning — Achieve Financial Goals
- ✓ Estate Planning — Ensure Estate Compliance
Market Segments
Private wealth management
Comprehensive investment management, portfolio construction, and advisory services tailored to high-net-worth and ultra-affluent individuals to preserve and grow wealth.
Tax advisory and planning
Strategic tax planning and compliance services that optimize tax outcomes across investments, income, and liquidity events.
Estate and legacy planning
Services focused on structuring wealth transfer, trusts, estate tax minimization, and philanthropic giving to preserve family legacy.
Family office and outsourced administration
Comprehensive back-office, accounting, payroll, reporting, and fiduciary support for family offices and private clients to centralize financial administration and compliance.
Transaction advisory and business valuation
Advisory services for mergers, acquisitions, exits, and valuations including due diligence, deal structuring, and liquidity planning.
Related Organizations
Bank of America Corporation provides comprehensive private wealth management and fiduciary services through Merrill Private Wealth Management and Bank of America Private Bank.
Independent financial advisory firm delivering principled, stewardship-minded guidance to families.
Global financial services leader providing retirement, benefits, and investment solutions to individuals, businesses, and professionals.
Northwestern Mutual is a mutual financial services firm delivering financial security and planning for individuals and families.
Common Questions
- What does Creative Planning do?
- Creative Planning is a U.S.-based wealth management and financial advisory firm delivering planning-led, integrated services to individuals and families, including cross-border wealth management for expatriates through Creative Planning International. The firm focuses on tax planning, investment management, financial planning, and estate planning, with a global client base and a commitment to fiduciary standards and regulatory compliance.
- What is Creative Planning's role in the Private wealth management market?
- Comprehensive investment management, portfolio construction, and advisory services tailored to high-net-worth and ultra-affluent individuals to preserve and grow wealth.
- What is Creative Planning's role in the Tax advisory and planning market?
- Strategic tax planning and compliance services that optimize tax outcomes across investments, income, and liquidity events.
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