"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."

-Tony Robbins, Board Member & Chief of Investor Psychology

Legal Disclosure: Tony Robbins is a board member and Chief of Investor Psychology at Creative Planning, Inc., an SEC Registered Investment Advisor (RIA) with wealth managers serving all 50 states. Mr. Robbins receives compensation for serving in this capacity based on increased business derived by Creative Planning from his services. Accordingly, Mr. Robbins has a financial incentive to refer investors to Creative Planning.

The #1 Wealth Manager in the U.S. for 3 Years in a Row - Barrons

Our fierce commitment to independence means you get unbiased advice, not sales. No hidden fees, commissions and none of our own mutual funds or hedge funds to cloud our vision or create conflicts of interest. We are singularly focused on providing advice and solutions that champion your best interests.

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Tony Robbins Interviews Creative Planning President, Peter Mallouk

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#1 Wealth Management
Firm in America


#1 Independent
Financial Advisor in


Top 100 Wealth
Advisors in America


Top 50 RIA's in


Peter Mallouk, JD, MBA, CFP

Author of "The Five Mistakes Every
Investor Makes and How to Avoid Them"

New York Times Bestselling Author, 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 managament, 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 $16 billion for clients in all 50 states and abroad, and has been featured twice as the #1 Independent Wealth Management Firm in the United States by CNBC (2014-2015)

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.

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Independent Financial Advisor For Three Years Running (Barron's)



The amount of assets managed by Creative Planning



Providing financial peace of mind in all 50 states!

The Only Source of Knowledge is Experience.


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.

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