Peter built Creative Planning to solve a problem he kept seeing in his early career. Clients were getting fragmented advice. Investments were managed without tax awareness. Legal planning was disconnected from portfolio decisions. And too often, advice was shaped by product incentives instead of client outcomes.
Creative Planning was designed to bring investment management, tax strategy and legal planning together under one roof — while remaining fully independent. That independence matters. It lets the firm act as a fiduciary, free of the conflicts that compromise advice.
Today the firm provides integrated wealth management — investment management, financial planning, tax and estate planning, charitable planning, retirement plan consulting and business advisory — all together, not in silos.
As of June 30, 2026, Creative Planning and its affiliates manage approximately $780 billion in combined assets under management or advisement for clients in all 50 states and more than 90 countries. The firm has grown. The philosophy hasn’t changed. Creative Planning delivers clear, objective advice aligned entirely with its clients’ best interests.
Creative Planning has been recognized as a top registered investment advisor firm by Barron’s, Forbes and CNBC. Peter regularly shares perspectives on investing, leadership and long-term decision-making across these channels.