Financial Advisors
Gilbert, AZ
Creative Planning is an independent wealth management firm serving high-net-worth clients across the Phoenix Valley of the Sun with comprehensive financial planning and advisory services. Their Gilbert office offers investment management, strategic tax planning, estate planning, charitable giving strategies, risk management, and family office services designed to integrate all aspects of your financial life into a customized plan. The team includes multiple CFP-certified wealth managers focused on helping clients achieve long-term financial goals and preserve wealth across generations.
Ideal for: High-net-worth individuals, families seeking wealth preservation and multi-generational planning, business owners managing complex financial situations, philanthropists seeking tax-efficient giving strategies
Service area: Phoenix Valley of the Sun, including Gilbert, Phoenix, and Scottsdale, Arizona; nationwide and international clients
Independent RIA Firm: Creative Planning operates as an independent registered investment advisor (RIA), recognized as a Top RIA Firm for multiple years, ensuring fiduciary accountability and comprehensive wealth management without conflicts of interest.
CFP-Certified Team: The Phoenix Valley team includes multiple Certified Financial Planner (CFP) professionals with additional credentials like ChFC, CFA, and CDFA, providing specialized expertise in tax planning, retirement, and estate strategies.
Comprehensive Service Integration: Beyond investment management, Creative Planning offers family office services, strategic philanthropy, risk management, and estate planning—integrating all financial aspects into one actionable plan rather than fragmented advice.
Address: 400 E Rivulon Blvd #106, Gilbert, AZ 85297
Phone: (480) 782-1034
Website: creativeplanning.com
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