Creative Planning

Oct 2023

I’ve worked for several multi-billion dollar corporate entities—Havas/Omnicom— and Creative Planning sits leagues above any corporate institution I’ve interacted with or worked for, on every metric.As a financial service CP has nearly everything you’ll need in house. I’m specifically involved with them on estate planning. It’s a one stop shop filled with articulate, intelligent, and exceptionally communicative people. Adam Hoopes, Vera Hogarth, Keisha German, and Lynn Ebel have all been diligent and dedicated to sorting through a complex estate during an extremely difficult time for me. I don’t know how CP managed to hire so many wonderful people who also...read full review

Oct 2023

When I was doing estate planning a couple years ago a relative recommended that I consolidate my investments at Creative Planning. I have followed their growth over the years so I felt there was no reason to do any due diligence on the company. The advisor my relative referred me to is Adam Hoopes, a partner and private wealth manager. My spouse and I meet formally with Adam a couple times a year. His integrity, financial knowledge, personality, and likability are off the charts. The services (many free) and the teams of expertise always available to assist are remarkable. I will not tell you what Adam does for us because you probably know what a financial advisor does. Adam does it a little differently...he never pushes to invest available money in a bad market. Finally, a lifelong friend of mine in the financial field told me a key consideration he used when picking his financial advisor. It had to be someone he and his spouse could trust unconditionally to guide his spouse through financial decisions in case I pass away first. Adam and Creative Planning are that and so much more!

Sep 2023

Talking with Michael Sheerin was so helpful, having never had a financial advisor he took all the time to walk me through everything and really help me understand the process. Looking forward to working with him for the future.