Creative Planning

Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals. The firm provides a wide range of services, including wealth management, investment management, retirement planning, trust and estate planning, taxes, and insurance. Creative Planning's services are delivered by a team of CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, estate planning attorneys, insurance specialists, and business consultants, all under one roof. The firm's expertise and in-house capabilities ensure that clients' entire financial picture is working as hard as it can, day in and day out. Creative Planning is also a fiduciary, which means all recommendations are made in the best interests of the clients. According to the reviews, Creative Planning's portfolio management, particularly in terms of investing and goal matching, is excellent, at least in the short term. Clients have highlighted the expertise and trustworthiness of their advisors, particularly Adam Hoopes, who is described as having exceptional integrity, financial knowledge, personality, and likability. Overall, Creative Planning appears to be a well-organized and capable firm, providing exceptional services and communication. Clients with larger portfolios seem to be very satisfied with the firm's services and the expertise of its team.