Sep 30, 2025 · We strive to provide award-winning wealth management and financial planning services to a diverse range of investors. Meet a Creative Planning advisor near you.

Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in …

Creative Planning is an Overland Park-based independent registered investment advisor (RIA), with over 1,500 employees. The firm provides wealth management, tax, and estate planning …