Creative Planning

Fiduciary Wealth Management & Family Office Services

Financial advisor in Hicksville, NY (show on map)

Creative Planning offers fiduciary wealth management and family office services for ultra-affluent investors, high-net-worth individuals, and organizations, with a focus on comprehensive financial planning, estate planning, tax services, and charitable giving strategies.

Call (866) 273-2848

Navigate to Visit website

About

Creative Planning is a leading independent wealth management firm that specializes in serving ultra-affluent investors over $10 million and high-net-worth individuals up to $10 million. The firm offers a comprehensive suite of services including fiduciary wealth management, family office services, estate planning, tax services, and charitable planning.

Creative Planning is committed to providing personalized, fiduciary-driven advice tailored to each client's unique financial goals and legacy aspirations. With a focus on holistic financial planning, the firm integrates investment management, strategic tax planning, and philanthropic strategies to help clients achieve long-term financial success and make a lasting impact through charitable giving. The firm is recognized for its excellence in comprehensive wealth management and has received numerous awards for its fiduciary approach and client service excellence.

Fiduciary Wealth Management

Comprehensive Family Office Services

Integrated Charitable Planning

Tax-Efficient Investment Strategies

Nationwide Advisor Network

Services

Ultra-Affluent Wealth Management

Tailored wealth management solutions for clients with over $10 million in investable assets, focusing on comprehensive financial planning, estate planning, tax optimization, and charitable giving strategies.

Personalized financial planning Estate planning and trust services Charitable planning and philanthropic strategies Tax-efficient investment management

High-Net-Worth Wealth Management

Comprehensive wealth management for clients with investable assets up to $10 million, focusing on investment management, tax planning, estate planning, and financial planning.

Investment management Tax planning Estate planning Financial planning

Investment Management

Strategic investment management services designed to grow and preserve wealth for ultra-affluent and high-net-worth clients, with a focus on diversified portfolios and tax-efficient strategies.

Diversified portfolio construction Tax-efficient investment strategies Risk management Customized asset allocation

Tax Planning

Strategic tax planning services to optimize tax efficiency for ultra-affluent and high-net-worth clients, including tax-loss harvesting, charitable giving strategies, and estate tax planning.

Tax-loss harvesting Charitable giving strategies Estate tax planning International tax compliance

Estate Planning & Trusts

Comprehensive estate planning and trust services to preserve and transfer wealth across generations, with a focus on charitable giving, asset protection, and legacy planning.

Trust creation Charitable planning Asset protection Estate tax minimization

Charitable Planning

Strategic charitable planning services to align philanthropic goals with financial objectives, including donor-advised funds, private foundations, and charitable trusts.

Donor-advised funds Private foundations Charitable trusts Tax-efficient giving strategies

Credentials & Certifications

CFP® Professionals

Since 625+

States Served Nationwide

Since 50

Frequently Asked Questions

What are charitable planning services? +

Charitable planning services help you create a structured giving plan that can help to offset tax liabilities while aligning with financial goals and philanthropic values. They often include selecting the right giving vehicles and coordinating with tax and estate plans. We also advise on the timing and structure of donations.

How can charitable planning services benefit my giving strategy? +

You can develop a charitable financial planning strategy that maximizes your gifts’ impact and integrates with your overall financial and legacy goals. In addition to helping your generosity support the causes you care about, it aids your long-term wealth plan.

What is the difference between donor-advised funds and private foundations? +

Donor-advised funds may be easier to set up and manage, and they offer tax deductions and flexibility to distributions over time. Private foundations offer more control and visibility, but they’re more complex to operate and come with higher costs and more stringent compliance requirements.

How do charitable planning services help with tax efficiency? +

Certain charitable planning strategies may help to significantly reduce your tax burden. Strategies like donating appreciated assets via QCDs or leveraging charitable trusts can minimize income, capital gains and estate taxes while increasing your charitable impact.

What should I consider when selecting a charitable planning service? +

Look for a provider that offers holistic guidance. Your advisor should integrate your charitable goals with comprehensive wealth management, including estate plans and tax strategy. The right service takes time to understand your values and develop a giving plan that supports your philanthropic and financial legacy.