Creative Planning is a financial consulting firm that brings wealth management, investment advice, tax strategy and estate planning together through an integrated team. It serves individuals, families, businesses and institutions, including high-net-worth and ultra-affluent clients, across all 50 states and internationally. Clients work with a dedicated wealth manager and a team whose services can be tailored to their priorities.

For individuals and families, Creative Planning offers financial and retirement planning, investment management, strategic tax planning, estate and legacy planning, insurance and risk management, charitable planning, wealth transfer support and family office services. These may also include liquidity and exit planning, business valuation, outsourced accounting and bill payment, and family governance.

For businesses and institutions, the firm provides retirement plan services and institutional investment consulting for nonprofit organizations, along with business tax, audit and attestation, accounting, payroll, legal, technology and insurance services. It also offers mergers and acquisitions consulting and business valuation.