About Creative Planning

Creative Planning is designed to be set apart from other wealth management firms. We believe your portfolio must consider not only your current financial situation and long-term goals but also the unique circumstances in your life as a medical professional.

Creative Planning’s team includes an attorney with experience working with providers, a financial planner who is on top of the issues that are uniquely important to the medical field, and a CPA with experience serving providers. These individuals not only work directly with provider clients, but they also share their expertise with colleagues, creating a deep bench of professionals to serve you.

Each provider who is a client of Creative Planning works directly with a wealth manager. The wealth manager is an experienced professional who helps create a customized investment strategy based on your long-term goals. Your wealth manager coordinates with a dedicated team of specialists to implement the strategy. Your wealth manager also provides ongoing communication and strategic review sessions to ensure that your plan continually adapts to your changing needs.

 

Getting Started

Who We Are

We provide comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States two consecutive years (2014-2015)*. Creative Planning manages $69.4 billion as of 12/31/20 for clients in all 50 states and abroad.

Peter Mallouk, President and CEO of Creative Planning, is a lawyer as well as a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), and was named the #1 Independent Financial Advisory Firm in America by Barron’s (2017). Barron’s magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014, and 2015). Peter featured on Worth magazine’s Power 100, a list featuring the 100 most powerful men and women in global finance (2017, 2018). In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award.

*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

Please see important disclosure information.

#1 Wealth Management Firm in America

(2014-2015)*

Named to Top RIA list in America
(2012-2020)*

Rated as the No. 1 Wealth Manager
(2020)*

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