About Company

Creative Planning is an independent wealth management firm headquartered in Overland Park, Kansas, that delivers comprehensive fiduciary wealth management, family office, tax, retirement-plan and business services to high-net-worth individuals, families and institutions nationwide. Creative Planning combines investment management, financial planning, estate and trust services, tax planning and retirement-plan consulting with an emphasis on personalized, values-aligned strategies, integrated tax and family-office capabilities, and ongoing stewardship of client assets. The company operates a broad network of local teams supported by centralized resources and focuses on clear client communication, tailored solutions, and long-term financial outcomes.

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