John Hagan

Creative Planning is easy to write a favorable review about. I have been with them 10 years. They do my investing, legal, taxes. The staffers I work with are knowledgeable and responsive. Yesterday I met for my yearly review and the returns are outstanding. I have been so disappointed and even embezzled by previous advisors that Creative Planning is the perfect entity to invest my funds now that I'm retired and the stakes are high.

Kelley Flora

Creative Planning consistently exceeds my expectations. They’re proactive in keeping me updated on market trends, potential political impacts, and how it all might affect my financial picture. Their thoughtful communication really puts my mind at ease. What truly sets them apart is how personal and attentive they are. They schedule regular check-ins—like a financial wellness visit—and always reach out to make sure everything is on track. I genuinely feel seen, heard, and well cared for. I’ve been so impressed with the quality of their service that I encouraged my mother to meet with them, and after just one meeting, she decided to move her investments over as well. That speaks volumes. I proudly recommend Creative Planning to anyone looking for trustworthy, attentive, and knowledgeable financial guidance. I feel incredibly fortunate to be in their care.

dennis ogrady

Michael Latinis our account manager does a great job of keeping us informed. He is personable and very responsive to any of our needs. We really appreciate working with Michael

Leasa Brown

Our family is very happy with the financial services Sara and her team provide. CP has also done trust and wills for us and other family members. They are easy to work with, and always ensure we understand what's happening.

Theresa Schekirke

All my estate planning, financial planning, assets mgmt, and tax planning and preparation are consolidated at Creative Planning. Additionally, I’ve used their services for Medicare plan choice and enrollment, and for insurance review and shopping. Works so well for me to have all integrated and supported in one place

Henry Belfonte

I've had a great experience for my 6 years with Creative Planning. Wonderful Customer Service along with professional money management.

Pamela Evans

Christy Nichols is an outstanding wealth advisor who leads a team of experts who advise our family on everything from portfolio management and tax planning through estate planning. The organization focuses on a 360 degree look at meeting current needs to making certain our wishes will be followed in our estate plans. Creative Planning is driven by portfolio goals agreed to at the beginning of the client relationship. I have total financial peace of mind after choosing Creative Planning for wealth management.

Steve Coon

I am a retired client with a mid-tier sized diverse investment portfolio. I have been with Creative Planning for about 10 years and have always felt they had my best interests in mind, not rushing to shove my needs into a predetermined box. I listen to them on most investments but when I have my own ideas they listen and spend time to either support my approach or give me a dose of “tough love” explaining reasons not to go down the described path. The market continues to shift in different directions and structure. What worked 5 years doesn't work the same in 2025. I would say they do a good job continuing to morph as needed to stay in front of constantly shifting trends of the investment market.

Jessica Floyd

Creative Planning provides our IT managed services. Kevin assisted us with updates to our website DNS records. He was knowledgeable and thoroughly explained everything so I was comfortable with the changes made. He provided timely updates and follow up throughout the process. He also identified an error outside of the scope of our original request, and assisted with resolving that error to ensure our emails were delivered reliably.

Anne Ruch

We always have full confidence in our advisor, Joe Cummings, in the advice he gives us and the decisions he makes for us financially. We have grown to really appreciate Joe for what he does for us.

Michelle Ohlde

We absolutely love working with Creative Planning for our retirement planning, financial, and estate planning needs! Kaylynn Watts and her team take extremely great care of us and make sure we’re on track for a fabulous retirement. Everything about Creative Planning is exceptional. I’m so glad we moved over to them when we did. I can’t imagine working with anyone else!

Tanya Cline

We were very reluctant to use Creative Planning in the beginning. I didn't want to give up any of our hard earned $$$. But after being with them for nearly 3 years now, we can see it was the best decision we made. They have made us more money through their wide ranging abilities than we could have on our own. It's worth your time to make an appointment.

John Reaney

Tim Sutton from Creative Planning is terrific! Not only is he great at his work, he is also a tremendous person. We couldn’t be happier with the advice and guidance he has afforded us. Thank you so much Tim!!

Steve Ashie

I was managing our finances until we both retired. After retirement, we decided we needed a outside company to take care of our finances in case something happened to me and my wife needed information about her assets. We were lucky enough to find Creative Planning and even more fortunate to have Tim Sutton as our financial manager. Tim is a warm and personable guy and very knowledgeable and professional. Hands down the best fiduciary company in the business.

Susan Tideman

We are just starting to work with Andrew Horsman and have already recommended others to meet with him. He is prepared for our meetings, walks us through the process and our options, and ensure we are aware of other services Creative Planning has able for our use! Andrew is currently helping us transition to retirement...a somewhat stressful life change, and we feel informed, and prepared.

Tim Barnett

Moving to Creative Planning was the best financial decision I have ever made. My Financial advisor is extremely knowledgeable and responsive. I am sure I am not his biggest client, but he treats me like it. He has helped me stop worrying so much about my financial future.

Scott Knackstedt

Creative Planning has been a blessing as we get closer to retirement. They have all of the professionals to cover everything to do with our retirement in one place. I cannot say enough about their professionalism and knowledge helping us prepare and to make sure we are doing the right thing with our money. It continues to grow and they deal with our situation as an individual family, not a cookie cutter approach.

Rob Entzminger

I had my annual account review with Creative Planning, and it was a great experience. Joe, my primary contact, made the session short and sweet while still covering everything that mattered. We had a clear exchange of information, and all relevant updates were explained in a straightforward and easy-to-understand way. I appreciate how efficient and well-organized the review was, and I continue to feel confident working with Creative Planning and Joe. Highly recommend

Shan Leatherman

We always look forward to seeing our many advisors at Creative Planning as we know they are the best in the business. They are thorough with their analysis and helpful at tailoring our portfolio to fit our needs. Everyone we have met are a delight to work with and am so glad that they are helping us manage our investments to position us in a way that it maximizes our investments. I recommend them to all our friends.