Jun 30, 2025 · We strive to provide award-winning wealth management and financial planning services to a diverse range of investors. Meet a Creative Planning advisor near you.

Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in …

Secure client login for wealth management, retirement plans and business services at Creative Planning. Access your accounts or contact your advisor.

Apr 18, 2025 · Through extensive research, SmartAsset compiled this review of Creative Planning. In the review, we provide an in-depth overview of the firm, including its fees, …

At Creative Planning, we believe there's a richer way to wealth — one that allows you to enjoy your wealth both now and far into the future. Through uncomplicated service and deep in-house...

“ The advisor my relative referred me to is Adam Hoopes, a partner and private wealth manager. ” in 2 reviews. “ I get almost instant responses from my advisor, with accurate and complete …

At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice.

With bespoke wealth strategies for your situation, CP Wealth advisors provide you with the insight and continuity to reach successful, long-term outcomes. Learn More →. Providing a …

Peter Mallouk is the President of Creative Planning and its affiliated companies, which provide comprehensive wealth management services to their clients, including investment …

Creative Planning provides private wealth management, financial planning, investment management, estate planning, retirement planning, tax planning, and more.