Financial Advisors
Addison, TX
Creative Planning is an independent wealth management firm serving Dallas-Fort Worth clients with comprehensive financial planning, investment management, tax planning, estate planning, and risk management. The firm's Dallas team of CFP-certified wealth managers works with high-net-worth individuals and families to integrate all aspects of their financial lives into customized, actionable plans. They offer family office services, strategic charitable giving solutions, and personalized wealth preservation strategies tailored to each client's unique goals.
Ideal for: High-net-worth individuals, families seeking wealth preservation, business owners, philanthropically-minded clients, multi-generational wealth planning
Service area: Dallas-Fort Worth Area and surrounding Texas regions, serving clients nationwide
Independent RIA Firm: Creative Planning operates as an independent registered investment advisor, not affiliated with any bank or brokerage, allowing them to provide unbiased recommendations focused solely on client interests.
CFP-Certified Team: The Dallas-Fort Worth team includes multiple CFP (Certified Financial Planner) professionals, CPAs, and specialized advisors with advanced credentials including CFA and ChFC designations.
Comprehensive Service Integration: Beyond investment management, the firm coordinates tax efficiency, estate planning, risk management, and charitable giving strategies to optimize clients' total financial picture.
Address: 15303 Dallas Pkwy Suite 460, Addison, TX 75001
Phone: (972) 960-3780
Website: creativeplanning.com
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