Creative Planning is a comprehensive wealth management firm that provides integrated financial services to individuals, families, and businesses. The firm offers personalized strategies across investment management, estate planning, tax planning, retirement planning, and insurance & risk management.
With a focus on high-net-worth and ultra-affluent clients, Creative Planning delivers tailored solutions through its Family Office services, including legacy planning, wealth transfer, philanthropy, and business valuation. The firm also supports businesses with retirement plans, mergers and acquisitions, audit services, and outsourced accounting.
Headquartered in Overland Park, Kansas, Creative Planning operates nationwide with local teams across the country, offering clients access to a broad range of financial expertise and personalized service.