Creative Planning of Mt Pleasant

Creative Planning of Mt Pleasant is a financial planner in Mt Pleasant, SC, located at Houston Northcutt Boulevard. The firm provides customized wealth management and financial planning solutions to individuals and businesses, serving clients across all 50 states and abroad. Services include private wealth management, tax-efficient investing, strategic philanthropy, asset protection, and risk management. The business holds a rating of 5.00 based on 14 reviews.

The firm employs a planning-led approach, beginning with a discovery of what is most important to the client before designing an investment portfolio to match those specific needs. The team includes fiduciary advisors, in-house CPAs, and attorneys who work together to address every element of the financial picture, including investments, taxes, and estate planning. The firm does not use model portfolios; instead, it builds strategies guided by the individual’s comprehensive plan. Creative Planning is an independent advisory firm that is not dually registered, meaning its advisors focus on providing advice rather than selling commissionable investments like variable annuities or variable life insurance.

For business clients, the firm offers extended consultation to bridge gaps between maximizing valuation, planning for exit or succession, and managing sale proceeds. The team provides business valuation reports, stock option plan planning, and ESOP and 401(k) plan valuations. Senior team members have more than 50 years of combined experience performing business valuations, and many are certified by the American Society of Appraisers, the American Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts. The firm also provides audit and attest services through its close work with BerganKDV, an independent licensed CPA firm, and offers forensic accounting and fraud protection services.

The business maintains a solid reputation among the customers it has served, reflected in its perfect 5.00 rating from 14 reviews. Clients benefit from a people-first culture and a commitment to honest, respectful service. The firm’s fiduciary responsibility ensures that advice is always in the client’s best interests. Creative Planning of Mt Pleasant brings this comprehensive, customized approach to the Charleston area, helping local residents and business owners achieve their financial goals.

The firm is situated on Houston Northcutt Boulevard in Mt Pleasant, SC, just 0.1 miles from the Sundrops Montessori Bridge Campus and within 0.2 miles of the Mount Pleasant Town Hall, the Mount Pleasant Municipal Court, and West Coleman Boulevard.

BizScoreAI awarded the business a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and provides descriptions that AI assistants can quote directly. The platform gave a Technical score of 92 out of 100. Additionally, the business ranks number 3 of 80 Financial planner businesses that BizScoreAI has scored in Mt Pleasant.

Services:

• Estate Planning
• Financial Planning
• Investment Management
• Tax Services
• Ultra-Affluent Wealth Management
• Wealth Management