From business exit planning with CEPA® credentials, to retirement and estate coordination, to helping professionals make sense of what they have built, we start where you are.
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Art Creel spent over thirty years helping families navigate their financial futures, while his son Corey grew up watching this work firsthand and discovered the same passion for guiding people through life's biggest decisions. After building successful careers across banks, insurance companies, and advisory firms, they noticed something troubling: most families' finances were scattered everywhere. Investments with one person, checking accounts with another, insurance in a third place, taxes with someone else and nobody was talking to each other. They knew there had to be a better way.
So Art and Corey joined forces to build Creel Wealth Planning. We believe your financial life should work as one cohesive strategy, not a collection of disconnected pieces. Using Farther's intelligent technology, we bring your complete financial picture together, managing investments, tax strategies, estate planning, and more, so every decision strengthens your overall plan. While we're rooted in Middle Tennessee, where we live and work, we serve families across the country. What keeps our relationships strong isn't just technology; it's the trust we build and maintain, no matter where life takes you.
We are built for people whose financial lives have grown complex enough that the pieces stopped fitting together on their own, and who want one team watching all of it.
Everything we offer connects back to one plan, managed by one team, on one platform. Instead of a collection of relationships that never speak to each other, you get coordinated advice across your whole financial life, from the investments you hold today to the estate you leave behind.
A plan built around the decisions that are actually coming: retirement, taxes, insurance, education costs, and estate and trust matters. Not a binder that sits on a shelf, but a living plan that guides what happens next and updates as your life changes.
Portfolios built around your risk tolerance and time horizon, with fees kept low and taxes watched closely throughout the year. We rebalance daily rather than on a quarterly cycle, because life and markets do not wait for a scheduled review.
Ongoing coordination across your accounts, your team of professionals, your taxes, lending, insurance, and estate matters. All of it lives in one place instead of spread across separate relationships where no one is watching the complete picture.
Advisory and transition planning mapped to the Lifecycle of Business Ownership, from early growth through exit and what comes after. Art brings deep expertise to owners thinking about the next chapter for their business and themselves.
Coordinated estate planning that connects directly with your CPA, attorney, and other advisors, so the estate side and the investment side are finally talking to each other. The goal is a plan that reflects what you actually want to happen.
A distribution strategy that decides which accounts to draw from and in what order, tuned for tax efficiency across a retirement that may last decades. Built to give you confidence that the plan holds through the years ahead, not just today.
Owning a business is not one moment, it is an arc that runs from the first burst of growth to the day you finally step away and everything after. Creel Wealth built this five-stage framework to meet you where you are right now. It keeps your personal wealth and your business strategy moving in the exact same direction
In the early growth years, most of your wealth is tied up in the business and every dollar is working. The temptation is to leave your personal financial life on autopilot until things calm down, which they rarely do.
This is the stage to build the habits that protect you later: separating personal and business balance sheets, getting the right structures in place, and making sure the value you are creating is actually accruing to you. We watch both sides from the start so nothing important gets left unwatched.
Talk throughAt some point the question shifts from how do I grow this to what happens when I am ready to move on. It usually starts quietly, long before any decision is made, and that early runway is where the most valuable planning happens.
We help you understand what your business is actually worth, what a transition could look like, and what your life after the business needs to fund. The earlier we start, the more options you keep on the table when the time comes.
Talk throughOnce the decision is real, the work becomes concrete. This is where the business value, the tax picture, and your personal plan all have to line up, because a poorly structured exit can quietly cost far more than the sale price ever recovers.
We coordinate with your attorney, CPA, and any deal advisors so the financial side of the transition is planned, not improvised. The aim is a clean handoff that turns years of business value into lasting personal wealth.
Talk throughThe transaction itself is a high-stakes, high-emotion moment, and it is easy to focus so hard on closing the deal that the wealth planning gets rushed. That is exactly when a coordinated team matters most.
We manage the financial choreography around the event: where the proceeds land, how they are invested, how the tax impact is handled, and how it all connects to the plan we built before you got here.
Talk throughLife after the business is often the stage owners think about least and feel the most once it arrives. The identity that came with running a company does not transfer to a brokerage statement, and the money now has to do a different job.
This is where retirement income, legacy, family, and giving come into focus, and where the plan finally gets to be about the life you want rather than the business you built. We help you make that shift feel like freedom, not a loss.
Talk throughThese are the questions families ask us most often, and the honest responses we give in the first conversation, before anything is ever signed.
You work directly with Art and Corey, not a rotating team or a call center. When something changes in your life, the people who answer the phone already know your situation, your family, and your plan. That continuity is the point of building a practice this way, and it is what lets us stay proactive instead of reactive.
We are fee-based fiduciaries. Being a fiduciary means we are legally required to act in your interest, and our compensation comes from the fees you pay rather than commissions on products we might sell you. Our advice is not steered by what pays us more, and our fee structure is transparent from the start.
Yes, we also serve clients who have relocated away from the region or who have close family ties here, because the relationship travels even when the address changes.
We build those relationships from the very beginning rather than treating them as an afterthought. Our platform gives your CPA and attorney secure access to share exactly what they need without a week of back-and-forth emails. We treat coordination as part of the job, not an exception you have to ask for.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
A father, a son, and the team that supports them, backed by Farther's investment, trust, and client service professionals. When you partner with Creel Wealth Planning, you experience the personal dedication of a family practice, powered by the institutional strength of Farther.
Tell us a little about where you are and what is on your mind. This first conversation is simply a chance to see whether we are the right fit for your family.