About
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $300 billion in combined assets and serve clients in all 50 states and abroad.*
At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, attorneys, investment specialists and insurance professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan.
All the expertise. All the advice you need. All in-house.
It's how we show you A Richer Way to Wealth.™
* As of December 31, 2023. United Capital Financial Advisors is an affiliate of Creative Planning.
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $300 billion in combined assets and serve clients in all 50 states and abroad.*
At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, attorneys, investment specialists and insurance professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan.
All the expertise. All the advice you need. All in-house.
It's how we show you A Richer Way to Wealth.™
* As of December 31, 2023. United Capital Financial Advisors is an affiliate of Creative Planning.