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Creative Planning, headquartered in Leawood, KS, is a leading financial services firm specializing in comprehensive wealth management for ultra-affluent and high-net-worth clients. Their extensive range of services includes investment management, strategic tax planning, estate planning, and family office services, ensuring that clients' financial needs are met with a personalized approach.
With a team of over 525 certified financial professionals, Creative Planning manages a substantial portfolio of assets, providing tailored solutions that encompass retirement planning, business valuations, and charitable planning. Recognized as a top firm in the industry, they are committed to helping clients achieve their financial goals through innovative strategies and dedicated service.
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