David Polischeck
Creative Planning

Tel: (410) 387-5922
Hampstead, MD 21074

A family office for all

Creative Planning | Financial Advisor in Hampstead ,MD

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.

As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

General Information

Firm Start Year:   1983
Name of Custodial Firm:   TD Ameritrade, Charles Schwab, Fidelity Investments
Number of Years with Current Firm:   2

Firm Information

Firm's Number of Planning Clients:   33,085
Firm's Number of Managed Clients:   33,085
Assets Managed by Firm:   $49,401,035,984


Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes

David Polischeck

David Polischeck


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