Creel Wealth Planning

At Creel Wealth Planning, we understand that your lifestyle is more than numbers, it’s the product of your hard work, values, and vision. We help families preserve what they’ve built, sustain the life they enjoy, and protect that lifestyle across generations.

How We Serve Our Clients

Through innovative technology, proactive planning, and purposeful investment strategy, we partner with you to help ensure that the life you created continues on your terms and for those you care about most.

Wealth advice that balances technology and service

Expert Advisors

Our team brings experience and expertise

Proactive Technology

Our platform has smart features that put you in control and allow us to spend more time focused on you and your needs.

Comprehensive Planning

Our service to you extends to every aspect of your financial life. Our goal is to bring everything into one place.

Personalized Guidance

Helping you make confident financial decisions tailored to your goals and values.

Wealth advice that balances technology and service

Expert Advisors

Our team brings experience and expertise

Proactive Technology

Our platform has smart features that put you in control and allow us to spend more time focused on you and your needs.

Personalized Guidance

Helping you make confident financial decisions tailored to your goals and values.

Comprehensive Planning

Our service to you extends to every aspect of your financial life. Our goal is to bring everything into one place.

A team of trusted advisors: Committed to excellence and integrity

WHAT YOU GET: 

TRANSPARENT PRICING

Customized Financial Plan

Fiduciary Financial Advisor

WE WILL NEVER:

Charge Hidden Fees

Recommend Cookie-Cutter Strategies

Hide Conflicts of Interest

Guiding Principles

Client-Centered Approach

We prioritize your goals, ensuring your financial plan reflects your aspirations.

Diverse Investment Strategies

We build portfolios unique to you, investing to match your risk tolerance and timeframe while keeping fees low and mitigating taxes.

Integrated Wealth Management

Our platform operates as the center of your financial life, connecting your accounts, your wealth team, and your family seamlessly.

Personalized Financial Planning

Once we establish where you are and where you want to go, your plan guides your investment strategy.

Case Studies

Our Team

Art Creel

Wealth Advisor

Heather Creel

Marketing and Office Consultant

Daniel Gilham

Managing Director of Advisor Strategy

Alex Paul

Director, Advisor Investment Strategy

Ashton Hayes

Trust Services Associate

Ezra Auerbach

Financial Planner

Margaret Cobb

Client Experience Associate

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity

Ready to talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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