Creative Planning

Creative Planning is an independent wealth management firm, providing comprehensive financial services under a fiduciary standard. Offerings include investment management, financial planning, estate planning, and tax services. It also provides business consulting, 401k administration, and family office solutions, catering to diverse needs with an integrated approach.

Founded in Kansas City in 1982, Creative Planning began with the insight clients needed superior wealth management. Peter Mallouk acquired the firm in 2004, becoming President and CEO. Under his leadership, the company significantly expanded its operational scope and capabilities, growing into a prominent financial solutions provider.

Serving high-net-worth individuals, ultra-affluent families (via its family office), and businesses seeking retirement and strategic guidance, Creative Planning’s vision focuses on objective, integrated financial advice. This empowers clients to navigate financial landscapes, manage assets, and ensure wealth growth across generations.