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Creative Planning Named to 2023 Invest in Others Charitable Champions List

Overland Park, Kansas, Financial Advisory Firm Earns National Recognition for Leadership in Corporate Philanthropy

Overland Park, Kansas, August 21, 2023 — Creative Planning has been announced as one of ten financial advisory firms selected for the Invest in Others Charitable Foundation’s 2023 Charitable Champions List.

The Invest in Others Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy among their financial advisors and employees. Applications were reviewed blindly by a panel of financial advisors and evaluated on criteria that included leadership and culture, events and activities, incentives, contributions, and impact.

“We’re honored to be recognized for the Charitable Champions award,” said Peter Mallouk, President & CEO of Creative Planning. “Contributing to our community is at the top of our priority list, and we’re thrilled to be able to make a difference.”

Creative Planning’s philanthropy focuses on addressing basic needs, helping individuals and families experiencing food insecurity and assisting individuals in under-resourced areas with financial education. Their focal point, Pathway Financial Education, is a Kansas City-based nonprofit dedicated to supporting financial education for under-resourced communities. Through Pathway Financial Education, over the past year nearly 1,000 people — from teenagers to adult entrepreneurs — received free financial education on money management, taxes and accounting, managing debt and using credit cards, buying a home, learning the basics of saving and investing, and much more.

Beyond Pathway Financial Education, Creative Planning’s employees have volunteered in communities around the U.S. and provided more than $28 million via grants to more than 250 nonprofit organizations. As the firm continues its nationwide expansion, local teams organize volunteer opportunities to help ensure Creative Planning makes a positive impact wherever they operate. These volunteer opportunities are mostly focused on addressing food scarcity in local communities.

About Creative Planning

Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning has more than $245 billion in combined assets under management and advisement as of July 1, 2023.

Third-party rankings should not be construed as a guarantee that a certain level of results will be experienced if Creative Planning is engaged, or constitutes to be engaged, to provide investment advisory services. Creative Planning never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Additional important disclosure information about our industry recognition may be found at https://creativeplanning.com/important-disclosure-information/.

About the Invest in Others Charitable Foundation

The Invest in Others 501(c)(3) Charitable Foundation is supported by the financial services industry to amplify the charitable work of financial advisors, employees, and their firms. Invest in Others is a catalyst to channel philanthropy and volunteerism to where it is needed most. For more information, visit investinothers.org or follow Invest in Others on FacebookInstagramLinkedIn, and Twitter.


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