The Journey Begins Here!

At Creative Planning, we will provide fiduciary guidance on every aspect of your financial life and customize our advice for your specific circumstances.

Contact Us

Creative Planing-contact

  • 2000 max characters
Creative Planning has advisors in most states and clients in all 50 states.
Headquarters – Kansas City

5454 W 110th Street
Overland Park, KS 66211
Click here for directions/map
Toll Free: (844) 850-1717
[email protected]

+

Awarded the #1 Independent Wealth Management Firm in America – Barron’s (2017)

Our fierce commitment to independence means you get unbiased advice, not sales. No hidden fees, commissions and none of our own mutual funds or hedge funds to cloud our vision or create conflicts of interest. We are singularly focused on providing advice and solutions that champion your best interests.

Get a Second Opinion from Creative Planning

Schedule Call
#1 Wealth Management Firm in America
(2015)
#1 Independent Wealth Management Firm in America
(2017)
Peter Mallouk Named to Worth Magazine’s Power 100 List
(2017-2018)
Named Top RIA list in America
(2014-2018)
The Path

From the authors who brought you the #1 New York Times Bestseller, “UNSHAKEABLE: Your Financial Freedom Playbook” return with a new groundbreaking book determined to help you accelerate your personal journey, your path, to financial freedom. Peter Mallouk, the only man in history to be ranked the #1 Financial Advisor in the US. for three consecutive years by Barron’s (2013, 2014 and 2015), and Tony Robbins, the world’s leading life and business strategist, partner to share their decades of collective wisdom in this page turner. With plain English, witty humor and stories that inspire, The Path will help you chart your own personal course and give you the skills you need to navigate the seemingly complex world of personal finance.

-Tony Robbins, Chief of Investor Psychology

Legal Disclosure: Tony Robbins is the Chief of Investor Psychology at Creative Planning, Inc., an SEC Registered Investment Advisor (RIA) with wealth managers serving all 50 states. Mr. Robbins receives compensation for serving in this capacity based on increased business derived by Creative Planning from his services. Accordingly, Mr. Robbins has a financial incentive to refer investors to Creative Planning.

"Creative Planning, is at the vanguard of a profound shift in finance: the move away from brokers and mutual fund companies peddling products for a fee, and toward firms offering truly independent, low-cost investment advice."

Read Full Story Here

#1

Ranking

Ranked the #1 Wealth Management Firm in America by Barron’s (2017)

$40

Billion

Assets Managed by Creative Planning

50

States

Providing financial peace of mind in all 50 states!

Discover the True Meaning of Transparency

Regardless of what the TV commercials insinuate, the vast majority of name brand firms are technically “brokers.” This means they get paid for putting your money in products or funds that benefit the house. We offer a refreshingly unbiased approach where we resolutely support your financial health, steer progress, and act as your legal fiduciary by upholding your interests above our own.

The Only Source of Knowledge is Experience.

-Einstein

Established in 1983, we demonstrate our devotion to taking excellent financial care of our clients by surrounding them with a team of credentialed experts. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), Certified Public Accountants (CPA), Estate Planning Attorneys (JD), Risk Management Specialists and Retirement Planning experts.

Everyone Deserves the Ultra Wealthy Treatment.

Our holistic family office approach offers a full range of experts from every relevant field. This sets us apart from other independent financial advisors that typically only offer investment advice. Creative Planning gives you multidimensional advice – true comprehensive wealth management that is normally reserved for only the ultra-wealthy.

Find out how we can help you succeed. See if you qualify…