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Request a Meeting

Kansas City Area

LOCAL EXPERTISE. ALL IN-HOUSE

About Creative Planning

Ranked #1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in the Kansas City Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

*Barron’s 2017
Important disclaimer information

Services Offered

  • Comprehensive Wealth Management
  • Investment Management
  • Tax Preparation & Planning
  • Trusts & Estate Planning
  • Financial Planning
  • Retirement Planning
  • Insurance
  • International Services

All services

Meet Your Team

  • ...
    Zack Baird
    Wealth Manager
  • ...
    Michael Ball
    Wealth Manager
  • ...
    Jeff Barnthouse
    Wealth Manager, Partner
  • ...
    Jason Baugh
    Wealth Manager
  • ...
    Jay Beebe
    Wealth Manager, Partner
  • ...
    Daniel Bellchamber
    Wealth Manager
  • ...
    Brad Blessen
    Wealth Manager, Partner
  • ...
    Brett Broyles
    Wealth Manager, Partner
  • ...
    Amanda Burge
    Wealth Manager, Partner
  • ...
    Cody Carpenter
    Wealth Manager
  • ...
    Bing Chen
    Wealth Manager
  • ...
    Justin Cole
    Wealth Manager, Partner

Get on the path to a more comprehensive, personalized approach to your wealth..

Let’s Talk!

Request a Meeting

Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.

“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