Creative Planning is a highly trusted, nationwide wealth advisory firm that offers comprehensive financial services to individuals and business clients. Their team includes CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, insurance specialists, and business consultants, all working in-house to provide expert guidance in wealth management, investment management, retirement planning, trust and estate planning, taxes, and insurance. The firm is committed to acting as a fiduciary, ensuring all recommendations prioritize clients’ best interests. Clients appreciate Creative Planning’s proactive approach, noting that the firm is quick to identify issues and address questions promptly. Many describe the team as caring, knowledgeable, and professional, with a strong sense of trust and confidence that they are in good hands. Long-term clients highlight the care and concern that make the firm feel like a family, emphasizing the high level of service and trustworthiness that sets Creative Planning apart from other firms. Clients also value the personalized service and responsiveness of their advisors, praising the thoroughness and insight of team members. The firm’s ability to adapt to clients’ changing needs over time has been a key factor in their satisfaction. Many recommend Creative Planning to family and friends, sharing that working with the team has positively impacted their financial lives and provided peace of mind. Overall, Creative Planning is recognized for its expertise, personalized care, and dedication to helping clients grow and protect their wealth through every stage of life.
I just had my annual review. I’ve been with Creative Planning for 11 years now. And through all the noise, it has been an excellent partnership that has served me very well.
November 2025
Michelle is wonderful to work with. She is quick to respond to all questions and always has time and ensures I understand all issues and processes.
January 2025
We had our annual review and were so pleased with our manager. He was completely knowledgeable about our entire portfolios as well as our personal goals and lifestyles. He provided insight and ideas we had no considered. We are thrilled with the path we are on and owe our direction to good management with Erick Hoyer.
