Creative Planning

Creative Planning delivers business solutions for retirement, accounting, payroll, and legal needs.

Simplify complex financial needs with family office services that coordinate investments, tax, estate planning and multigenerational wealth strategies.

Discover private wealth management that coordinates investments with tax, estate and retirement planning under one team.

Catch up on the latest Down the Middle episodes to hear market analysis, planning advice and investment philosophy from Creative Planning visionary Peter Mallouk.

The Icons and Ideas podcast presents conversations on innovation, leadership, and money with entrepreneurs hosted by Peter Mallouk.

Creative Planning provides wealth management insights and market trends to help grow and preserve wealth.

Creative Planning’s podcast features Peter Mallouk discussing investing, markets, and leadership.

Creative Planning announces that 11 wealth managers have been recognized on Barron’s 2026 Top 100 Independent Advisors list.

Creative Planning announced that 17 of its wealth managers were named to Barron’s 2026 Top 1500 Financial Advisors by State list.

Creative Planning reported that 20 members of its financial planning team passed the March 2026 Certified Financial Planner exam.

Creative Planning and SageView Advisory Group had 42 managing directors named to PLANADVISER’s 2026 Top Retirement Plan Advisers list.

Meet Aaron Bouronich, a Director of Client Engagement at Creative Planning who helps clients connect with comprehensive wealth and financial planning services.

Meet Aaron Buczek, a Partner and Private Wealth Manager at Creative Planning who helps clients achieve their financial goals through personalized wealth strategies.

Creative Planning’s fiduciary advisors in Alaska offer customized wealth management solutions.

Creative Planning’s Atlanta specialists provide comprehensive wealth management, investment, and retirement planning.

Creative Planning’s fiduciary advisors in Austin, TX offer customized wealth management solutions.

Creative Planning provides personalized guidance in wealth, tax, and business planning.

Creative Planning provides award-winning financial planning and investment management with integrated teams.

Creative Planning explains how it collects, uses, and safeguards personal information under California privacy laws.

This Cookie Policy explains how Creative Planning uses cookies and tracking tools to personalize content, measure site activity and support user preferences.

Creative Planning’s Privacy Policy Notice outlines data practices and rights related to personal information.

Creative Planning acquires RVK to bolster its institutional investment consulting services. The deal adds over 200 clients managing around **$4.3 trillion** in assets. The move strengthens Creative Planning’s position in advising large-scale investors on asset management strategies.

Sep 2026Creative PlanningNews article

Creative Planning assumes the role of investment manager for Mississippi’s 529 college savings plan. The firm, a top independent registered investment advisory, replaces the prior manager in this state-sponsored program. Mississippi’s 529 plan helps families save for education expenses through tax-advantaged accounts.

Aug 2026PR NewswireNews article

Creative Planning acquires Brightworks Wealth Management, adding approximately **$376 million in assets under management (AUM)** to its portfolio. The deal strengthens Creative Planning’s presence in Maryland, where Brightworks operates as an established financial advisory firm. The acquisition supports Creative Planning’s growth as a top U.S. registered investment advisor (RIA).

Jun 2026Creative PlanningNews article

Creative Planning acquires MASECO LLP, a London-based registered investment advisor (RIA), to expand its international presence. The deal brings 123 employees and over $5 billion in assets under management to the Creative Planning Group, pending regulatory approval. This move strengthens Creative Planning’s position as a major player in the global wealth management sector.

Mar 2026Creative PlanningNews article