Companies > Creative Planning Inc.

Creative Planning Private Wealth Management has been providing wealth management services to high net worth clients since 1983, and currently manages $2.3 billion for clients in over 45 states. Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals.

We are driven to provide our clients with uncluttered, unbiased advice that enhances their quality of life and leads to sustained and actionable solutions.

We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals, maximizing the family’s enjoyment of their wealth now and in the future.

Creative Planning and its President are featured on Robb Report Worth Magazine’s list of the ‘Top 100 Wealth Advisors’ in America; Barron’s list of the ‘Top 100 Independent Financial Advisors in America’; the 'Top 150 Financial Advisors for Physicians ' in Medical Economics; one of the 'Top Independent Wealth Management Firms in America' by Bloomberg / Wealth Manager Magazine; as the #1 Advisor in America for Baby Boomers in Boomer Market Advisor Magazine; and as the ‘Best Wealth Manager,’ one of Kansas City’s ‘Corporate Champions’ for its charitable support of the community, as well as one of Kansas City's 'Best Companies to Work For' by Ingram’s Magazine.

Specialties

Financial planning, invesment management, estate planning, tax planning, insurance planning