What does Creative Planning do?

Creative Planning, LLC is an independent wealth management and financial advisory firm based in Overland Park, Kansas. Founded in 1983 by Peter Mallouk, the firm has grown to manage approximately $700 billion in assets, serving clients in all 50 U.S. states and over 90 countries. With a team of more than 1,000 financial advisors, many of whom hold prestigious certifications, Creative Planning operates as a fiduciary, committed to acting in the best interest of its clients. The firm offers a wide range of services, including private wealth management, investment management, comprehensive financial planning, estate planning, and tax strategy. It also provides specialized services for ultra-affluent clients and family offices, addressing complex financial needs. Creative Planning has received notable recognition, ranking second on Barron's list of the Top 100 RIA Firms and earning a 5-star evaluation from The Wall Street Journal for its comprehensive wealth management services.