Creative Planning
Creative Planning is a nationally recognized independent wealth advisory firm managing more than $300 billion in combined assets across its family of companies. Serving clients in all 50 states and internationally, Creative Planning provides comprehensive wealth management services, including investment management, financial planning, tax strategy, estate planning, retirement planning, and charitable giving. The firm is known for its integrated, fiduciary-based approach, combining the expertise of financial advisors, CPAs, and attorneys to deliver fully customized, goals-driven financial solutions. At its core, Creative Planning specializes in designing and managing personalized portfolios that balance risk, return, and tax efficiency, helping clients optimize their probability of success through every stage of life.
ABOUT CREATIVE PLANNING
Creative Planning is one of the largest independent registered investment advisors (RIAs) in the United States, managing and advising on over $370 billion in combined assets across all 50 states and over 90 countries.
Headquartered in Overland Park, Kansas, the firm provides comprehensive wealth management, investment management, financial planning, retirement, estate, trust, and tax planning services for individuals, families, business owners, and institutional clients.
Founded in 1983, Creative Planning has built its reputation on a financial planning–led investment management approach, integrating tax, legal, and estate strategies to ensure that every financial decision aligns with a client’s broader goals.
CORE INVESTMENT SOLUTIONS
Comprehensive Wealth Management – Creative Planning designs personalized investment portfolios aligned with each client’s risk tolerance, liquidity needs, tax situation, and life stage. Portfolios span U.S. and international equities, fixed income, real assets, private markets, and alternative investments.
Family Office & Ultra-Affluent Services – The firm offers white-glove family office solutions through cross-disciplinary teams of wealth managers, in-house CPAs, and attorneys.
Tax-Efficient Investing & Strategic Tax Planning – Creative Planning integrates tax strategy into every investment decision, using techniques like tax-loss harvesting and asset location optimization.
Custody & Operational Infrastructure – Through a strategic partnership with Goldman Sachs Advisor Solutions, Creative Planning offers institutional-grade custody, lending against private and illiquid assets, and expanded access to alternative investments.
Retirement, Estate & Trust Services – The firm provides customized support for individuals, business owners, and corporate clients in areas like retirement planning, 401(k) design and management, estate structuring, and intergenerational wealth transfer.
Values-Aligned / ESG & Impact Investing – Creative Planning helps clients integrate values-based, philanthropic, and sustainable investing objectives into their portfolios, ensuring financial strategies reflect both personal goals and social priorities.