Call: (913) 308-3326
Request a Meeting

Call: (913)-308-3326

Request a Meeting

Experience a Richer Way to Wealth

“A Family Office for All” –Barron’s

Services for IndividualsServices for Institutions

Woman reviewing her financial plan
there’s a different way

Why not give your wealth a second look?

At Creative Planning, our wealth managers work with in-house CPAs and attorneys to look at all elements of your financial picture to ensure your money is working as hard as it can for you, every day, year in and year out.

Comprehensive Wealth Management

Your investments, taxes and estate plan–optimized to work harder, together.

Tailored Investment Management

No standard portfolios; no set-it-and-forget-it allocations.

Family relaxing in sailboat
Why Creative Planning

Our Obsession: Showing you a richer way to wealth

Other firms provide set-it-and-forget-it plans and standard portfolios that only focus on the destination of wealth. We’re the partner that’s dedicated to giving you a richer journey along the way.

#1 Independent Advisory Firm
(2017)*
 Named to Top RIA list
(2014-2020)*
#1 Wealth Management Firm
(2014-2015)*

"Creative Planning is at the vanguard of a profound shift in finance."

Learn why clients stay with Creative Planning year after year.

Hear from President and CEO Peter Mallouk as he explains what makes Creative Planning stand out.

Peter Mallouk shares the Creative Planning experience

Latest Insights

Why not give your wealth a second look?

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021