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We help our clients define and realize their financial goals. We have developed a dynamic, innovative and independent financial service organization to provide a broad range of insurance and investment solutions for our clients.

With 45 years of experience working with families, business owners and professionals, we appreciate the challenges that come with financial success. Our clients rely on that experience for proven strategies that meet their challenges. Our approach to building lifelong relationships and working collaboratively with your other trusted advisors ensures that we deliver the financial solutions that are right for you.

A Message From The Managing Partners


“We are honoured to have the opportunity and responsibility of leading Creative Planning Financial Group. Our firm has a rich history. Our continued growth and success originates from the belief that our clients deserve the highest quality advice and service. This not only contributes to our rich history, it also serves to focus our efforts as we look to the future.

We are privileged to be charged with the responsibility of building on Creative Planning’s unique culture. Our commitment to education and collaboration, we hope, will further serve to ensure that our firm remains one of the preeminent insurance and estate planning organizations in the country. As managing partners, we are determined to continue to give our associates an environment that enables them to deliver to their clients, the highest quality professional advice and service.”

Andrew Prenick and Richard Cooper