Creative Planning Private Wealth Management provides wealth management services to individuals and clients who maintain a high net worth, and currently manages over $2.5 billion for clients in over 45 states.
Creative’s President and Chief Investment Officer is currently ranked #10 on Barron’s list of the ‘Top 100 Independent Financial Advisors in America’. He is also featured in Robb Report Worth magazine’s list of the ‘Top 100 Financial Advisors’ in America; Medical Economics ‘Top 150 Financial Advisors for Physicians’; and in Boomer Advisor as the ‘#1 Advisor in America for Baby Boomers. Creative Planning is featured in Bloomberg Wealth Manager magazine’s ‘Champions’ list of Top Financial Firms in the Country; Forbes listing of the ‘Top 50 Financial Advisory Firms in America’; and Ingram’s magazines’ issues on ‘Best Places to Work’; ‘Most Charitable Organizations’; and Reader’s Choice ‘#1 Wealth Management Firm’.