Creative Planning International

Creative Planning International is a U.S.-based financial advisory firm founded in 1945, headquartered in Madison, Wisconsin. The agency employs between 50 and 99 people and provides investment and financial planning services to American expatriates and non-U.S. citizens living abroad.

The firm is part of Creative Planning, an independent wealth advisory firm with more than $245 billion in combined assets under management and advisement as of July 2023. It serves clients in over 90 countries, focusing on the complex tax and investment implications of cross-border living.

Creative Planning International offers business consulting and accounting services. Its areas of expertise include financial planning, international accounting, and payroll management. The agency's cross-border wealth managers and financial planners are specifically trained to handle U.S. citizenship-based taxation and cross-border investing regulations.

The agency serves clients across multiple industries, including retail, manufacturing, health care, IT, nonprofit, and fintech. This broad industry experience allows the firm to tailor financial strategies to diverse client needs.

Creative Planning International holds a 5.0 Google rating from two reviews. Clients describe the agency as professional, personal, and extremely knowledgeable, noting that the team makes complex expat financial issues manageable and provides excellent communication and support.