Creative Planning of Oklahoma City

Creative Planning of Oklahoma City is an accountant in Oklahoma City, OK. The firm provides comprehensive wealth‑management and financial‑planning services, including investment management, strategic tax planning, charitable planning, estate planning, risk management, family office services, and business valuation. It serves individuals, families, and businesses across all 50 states and abroad, with a particular focus on clients in the Oklahoma City area.

The practice follows a fiduciary, client‑centered approach, delivering customized plans that integrate every aspect of a client’s financial life. As a leading independent advisory firm, it draws on an expansive network of offices to offer both in‑person and virtual meetings, aiming to give clients financial peace of mind locally and globally. Its team of wealth managers aligns investment decisions with core principles, develops tax‑efficient strategies, and creates family‑governance solutions that strengthen unity across generations. In addition, Creative Planning designs custom risk‑management strategies to protect clients against unforeseen events.

Located on North May Avenue, Creative Planning’s office sits just a short walk from the Northwest Expressway and is about 0.1 mile from the Advanced Wound Therapy clinic. The Mayfair Medical Center clinic is roughly 0.4 mile away, and the UPS Store post office is about 0.5 mile from the office.

With its breadth of services and a client‑focused, fiduciary approach, Creative Planning stands as a comprehensive accounting and wealth‑management resource for Oklahoma City residents and businesses.