Creative Planning
Creative Planning offers comprehensive wealth management services and manages over $300 billion in assets, serving clients globally and providing specialized services for U.S. expatriates.
Wealth Management Services
Creative Planning offers a comprehensive suite of wealth management services. These include investment management, financial planning, tax planning, retirement plan consulting, estate planning services, and charitable planning. The firm tailors its services to meet the unique needs of each client, ensuring holistic financial solutions.
Assets Under Management
As of December 31, 2023, Creative Planning manages over $300 billion in combined assets under management or advisement. This significant portfolio underscores the firm's capacity and expertise in handling substantial financial responsibilities for a diverse clientele.
Global Clientele and International Services
Creative Planning serves clients in all 50 states and in over 90 countries worldwide. The firm specializes in providing financial services to U.S. expatriates, ensuring compliance with U.S. tax laws and strategic tax planning for citizens living abroad. Their global reach and specialized knowledge make them a preferred choice for expatriates seeking reliable financial guidance.
Educational Webinars and Financial Education Center
Creative Planning hosts educational webinars specifically designed for U.S. expatriates. Topics include selecting international advisors and managing cross-border investments. Additionally, the firm operates a financial education center in Kansas City, offering free classes to the community on various financial topics, furthering their commitment to financial literacy and education.
Charitable Activities and Community Engagement
Creative Planning is actively involved in charitable activities, including providing scholarships, meals, and financial education to underprivileged communities. The firm's dedication to philanthropy is an integral part of its mission, reflecting its commitment to social responsibility and community support.
Industry Recognition
Creative Planning has been recognized as a top RIA firm by Barron's for ten consecutive years, from 2013 to 2023. This recognition highlights the firm's excellence and leadership in the wealth management industry.