Creative Planning

Financial planner in Columbus, OH (show on map)

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

Call (866) 273-2848

Navigate to Visit website

About

Creative Planning is an independent wealth management firm that provides comprehensive financial planning, investment management, estate planning, tax services, and charitable giving strategies for ultra-affluent investors, high-net-worth individuals, and retirement foundations. They offer personalized wealth management solutions, including family office services, retirement planning, and philanthropic strategies, with a focus on aligning clients' financial goals with their values and legacy aspirations.

Comprehensive wealth management

Family office services

Ultra-affluent and high-net-worth focus

Integrated charitable planning

Strategic tax and estate planning

Services

Ultra-Affluent Wealth Management

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

Personalized financial planning Investment management Estate planning Charitable planning Family office services

High-Net-Worth Wealth Management

Wealth management services for clients with up to $10 million in investable assets, focusing on investment management, financial planning, and estate planning.

Investment management Financial planning Estate planning Tax planning Retirement planning

Investment Management

Professional management of investment portfolios to achieve clients' financial goals while managing risk.

Asset allocation Portfolio construction Risk management Performance monitoring Tax-efficient investing

Tax Services

Comprehensive tax planning and preparation services to optimize clients' financial strategies and minimize tax liabilities.

Strategic tax planning Tax compliance Charitable giving tax strategies International tax planning Retirement tax optimization

Estate Planning & Trusts

Expert guidance on estate planning, trust creation, and wealth transfer strategies to preserve and protect clients' legacies.

Estate planning Trust creation Will and codicil preparation Charitable giving strategies Family governance

Charitable Planning

Strategic planning services to maximize the impact of charitable giving while optimizing tax benefits and aligning with clients' philanthropic values.

Charitable giving strategies Donor-advised funds Private foundations Tax-efficient giving Philanthropic impact measurement

Credentials & Certifications

CFP®

ChFC®

Series 7

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.