About Creative Planning

Helping clients simplify their journey to financial wellness, one personalized plan at a time.

A CUSTOMIZED PATH TO FINANCIAL FREEDOM

In-House Expertise for Every Piece of Your Financial Picture

At Creative Planning, we understand the path to living your best financial life is multi-faceted and personal. That's why we believe in providing customized services that address every aspect of your financial picture and align with your unique vision.

Discover Our Services

PROVIDING A QUALITY CLIENT EXPERIENCE SINCE 1982

Our Story

Beginning as a small office in Kansas City, Creative Planning was founded on the belief that clients deserved a better way to grow and manage their wealth. When President and CEO Peter Mallouk purchased the company in 2004, he made it his goal to see that belief through by establishing a people-first culture and a vision of serving clients through every phase of their financial lives.

Explore Our Career Openings

WHAT DRIVES AND DEFINES US

Our Values

No matter what stage of your financial journey Creative Planning is helping you navigate, you'll be partnering with professionals who embody our core values. These values define our work and empower our decision-making to provide an elevated client experience and culture unlike anywhere else.

Character

Our actions are rooted in respect and honesty. We make time for others and constantly seek what is best for the client.

Passion

We're driven to create results with a can-do philosophy that inspires those around us. Whatever task we start, we see it through until it's completed.

Teamwork

We move quickly with purpose. Our teams continually strive to achieve excellency and work together to better each other.

Growth

We foster an environment that encourages growth, both professionally and personally. Believing in hard work, self-improvement and always trying to lead by example are musts.

YOUR PLAN IS OUR PURPOSE

Why We're Different

Creative Planning's fiduciary financial advisors and wealth managers work with in-house CPAs* and attorneys to look at all elements of your financial life to ensure your money is working as hard as it can for you, day in and day out. Our planning-led approach means that we discover what's most important to you and your family first, then we design an investment portfolio to match those needs.

When you work with us, you'll get:

- A comprehensive plan that encompasses all aspects of your wealth, including investments, taxes and estate planning.

- Fiduciary advice that's always in your best interests.

- A customized portfolio. We don't use model portfolios; instead, we let your plan guide the investments we use to build your strategy.

*Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients, but is not a public accounting firm. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm, to provide audit and attest services.

MAKING AN IMPACT

Committed to Our Communities

Our focus on taking care of others extends to the communities we serve. For over two decades, we've prioritized making a positive impact in our local areas by:

Learn More About How We Give Back

Founding Pathway Financial Education, a center in the historic 18th and Vine area of Kansas City that offers free financial classes to small business owners, adults and youth

Providing full-tuition scholarships and over 30 million meals to underprivileged students

Donating to organizations that align with our clients' hearts and contribute towards a better life for those going through tough times

"Your Wealth Works Harder When It Works Together."

Peter Mallouk

President & CEO, Creative Planning

A Wealth of Services With a Global Reach

$325B+

In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2024*

50

States Served Nationwide

90+

Countries Served Worldwide

*Industry disclaimer information

WE'RE INTERNATIONAL

Financial Peace of Mind for Americans Abroad

Currently living or have plans to move overseas? We specialize in helping U.S. expats and global families in 90 countries and counting handle the financial complexities of living abroad. Our cross-border wealth managers are uniquely qualified to help you achieve your long-term financial goals while staying compliant with U.S. laws and regulations. Creative Planning's international wealth services include: