Awarded #1 Independent Wealth Manager in America for a Record 3 Consecutive Years – Barron’s
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"The only limit to making an impact is your imagination and commitment. This is why I am proud to be a board member of Creative Planning, as they truly dedicate themselves to adding more value."
Three Simple Steps to Your Portfolio Diagnosis
Share some personal info about your goals (but nothing too personal of course)
Securely link your investment accounts or simply share your account balances
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Peter Mallouk, JD, MBA, CFP
Author of “The Five Mistakes Every
Investor Makes and How to Avoid Them”
Peter Mallouk, is the President and Chief Investment Officer of Creative Planning, Creative Planning Legal and affiliated companies. Peter’s companies provide comprehensive wealth management services to its clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax, and estate planning services. Creative Planning provides wealth management services to high net worth clients, and manages over $26 billion for clients in all 50 states. They have been featured twice as the #1 Wealth Management Firm in the United States by CNBC (2014-2015) and the only firm to be awarded the #1 Independent Financial Advisor in America by Barron’s for 3 consecutive years (2013-2015).
Discover the True Meaning of Transparency
Regardless of what the TV commercials insinuate, the vast majority of name brand firms are technically “brokers.” This means they get paid for putting your money in products or funds that benefit the house. We offer a refreshingly unbiased approach where we resolutely support your financial health, steer progress, and act as your legal fiduciary by upholding your interests above our own.
Independent Financial Advisor For Three Consecutive Years (Barron’s 2013-2015)
Assets Managed by Creative Planning
Providing financial peace of mind in all 50 states!
The Only Source of Knowledge is Experience.-Einstein
Established in 1983, we demonstrate our devotion to taking excellent financial care of our clients by surrounding them with a team of credentialed experts. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), Certified Public Accountants (CPA), Estate Planning Attorneys (JD), Risk Management Specialists and Retirement Planning experts.
Everyone Deserves the Ultra Wealthy Treatment.
Our holistic family office approach offers a full range of experts from every relevant field. This sets us apart from other independent financial advisors that typically only offer investment advice. Creative Planning gives you multidimensional advice – true comprehensive wealth management that is normally reserved for only the ultra-wealthy.