Business Technology Solutions and Services

Our Technology Solutions team delivers top-quality IT support for small- to medium-sized businesses.
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Outsourced IT, Amplified

With our Technology Solutions team, you get more than just tech support. You get a partner. You’ll get the convenience of a turnkey partner, an on-call IT department designed to address your organization’s needs, and the proactive protection of professionals who are watching your systems to keep problems from reaching your desktop.

Core Offerings & Capabilities

  • Cybersecurity Audits
  • Helpdesk Services
  • Offsite Data Backup
  • Server Monitoring & Management
  • IT Supplementation
  • Remote Access Setup & Maintenance
  • Hosted Cloud Services
  • Employee Cybersecurity Education
  • Network Configuration
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Why Outsource IT Support?

As a business owner, you have enough on your plate. Our Tech Solutions team relieves you of the stress that can stem from IT management.

Our specialists think ahead about technology-based risks, obstacles and opportunities to make sure your business is secure and up to date, and our partnership is structured such that we can manage your entire IT environment as an extension of your team.

Tailored Solutions and Strategic Guidance for Your Business’ Needs

We don’t believe in one-size-fits-all solutions for our clients. Based on your specific needs, we’re able to package a tech solution that works for your business. Whether that be implementing a new cloud hosted solution to improve remote working capabilities or mitigating cybersecurity risk through dark web monitoring and employee training, we can manage the project from end to end.

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Industry-Specific Tech Expertise

Choosing the right IT support provider is a critical decision for any business. While we can serve any industry’s needs, we have developed core competencies across several specific sectors. Having someone familiar with your industry can be helpful for a quick onboarding experience.

Below are the sectors that we have extensive experience in managing.

  • Architects, Engineers and Construction Firms
  • Restaurants, Cafes and Bars
  • Lawyers and Law Firms
  • Accountants and Professional Service Providers
  • Non-Profit Organizations
Take a Closer Look

What Makes Us Different

  • Empathy is a cornerstone of our service. Put simply, we view your problems as our problems. It’s a sometimes-subtle difference but it makes a substantive impact on the resulting service we provide.
  • Teamwork is key to quickly solving many issues. While an individual is assigned to each ticket, we routinely work together on many issues to rapidly arrive at resolution and allow our entire team to gain more experience and knowledge.
  • Customization is critical for great support. We individualize support to meet the client’s needs, not the other way around. While we certainly have security minimums, unique needs that require a novel approach are welcomed.
  • Consultative, compassionate humans make work more fun. We strive to hire team members with personalities that will make you welcome our work together. No one wants IT problems, but when they do arise, solving them in a fun and friendly manner promotes positive interactions.
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Take IT-Related Stress Off Your Plate

Learn how Creative Planning’s Technology Solutions team can help you and your business reduce risk and increase efficiency. Our favorite thing is to strategize to find just the right solution for our clients.

Call Technology Solutions: 816.559.7774

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



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