# Creative Planning: Wealth management firm helping individuals and families with integrated planning, investment, tax and estate services

> Creative Planning is a leading U.S.-based wealth management and financial advisory firm offering comprehensive planning and investment services to individuals and families.

- Firm type: Advisory firm
- Website: https://creativeplanning.com
- Listing: unclaimed

## Specialisms

- Finance and FP&A
- M&A advisory
- Operations and scaling
- Technology and data

## Engagement models

- Retainer
- Project

## Geographies served

- United States
- Global

## Services

- Wealth Management Platform: Tailored wealth management services for high-net-worth individuals, enhancing financial growth and security.
- Financial Planning and Estate Planning: Achieve financial clarity and confidence through personalized planning services.
- Investment Management and Financial Solutions: Enhance portfolio performance with personalized investment management services.
- Tax Planning: Enhance your financial efficiency through expert tax planning services.
- Charitable Planning: Optimize your charitable contributions for financial and estate goals.
- Liquidity & Exit Planning: Achieve optimal wealth outcomes through tailored liquidity and exit strategies.
- Mergers & Acquisitions and Consulting: Expert advisory on mergers and acquisitions for informed business decisions.
- Business Valuations: Expert valuation services to optimize business transactions and governance.

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Canonical: https://haycion.com/advisors/creativeplanning-com
Source: Haycion Advisor Network, https://haycion.com/advisors
Listing extracted: 2026-09-19