Creative Planning Inc

Creative Planning Inc, located in Mercer Island, WA, is an independent wealth management firm dedicated to serving ultra-affluent and high-net-worth individuals with comprehensive services that include investment management, estate planning, and tax strategies. They also offer business consulting and tailored financial solutions through a collaborative approach with an affiliated CPA firm for audit and attest services.

With a focus on ultra-affluent clients, Creative Planning boasts over $370 billion in assets under management, highlighting its status as a leading player in the wealth management space. Their expert team, which includes a significant number of Certified Financial Planners, is committed to building customized financial strategies that encompass family governance, liquidity planning, and philanthropic initiatives.

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