# creative-planning-wealth-management

> Analysis by Optimly for Optimly AI Visibility, in the Optimly AI Brand Index. Last analyzed September 12, 2026.

> Creative Planning provides fiduciary wealth management and family office services for individuals, families, businesses, and institutions, offering a comprehensive suite of financial planning, investment management, tax planning, estate planning, and risk management solutions.

- Business Profile: https://optimly.ai/brand/creative-planning-wealth-management
- Publisher: Optimly (https://optimly.ai)
- Dataset: Optimly AI Brand Index (https://optimly.ai/brand)
- Official website: https://creativeplanning.com/
- Logo: https://logo.clearbit.com/creativeplanning.com
- Slug: creative-planning-wealth-management
- Brand Authority Index tier: Contender
- Category: Wealth Management Firms
- Last Analyzed: September 12, 2026