Creative Planning is a fiduciary wealth management and family office firm serving individuals, families, businesses, and institutions. Its approach brings investments, tax strategy, estate planning, and related financial needs together through an integrated team led by a dedicated wealth manager. The firm offers high-net-worth and ultra-affluent wealth management, investment management, financial and retirement planning, strategic tax planning, estate and legacy planning, and insurance and risk management. Family office services include charitable planning, wealth transfer, family governance, business valuation, liquidity and exit planning, and outsourced accounting and bill pay.

For businesses and institutions, Creative Planning provides retirement plan services, institutional investment consulting for nonprofit organizations, mergers and acquisitions consulting, business tax, audit and attest services, payroll, and legal, technology, and insurance services. It also offers alternative investments and international wealth services. The firm serves clients across all 50 U.S. states and in more than 90 countries, according to its website. Creative Planning shares financial insights, market commentary, calculators, and podcasts, and invites prospective clients to request a meeting with its team.