Profile picture of Creative Planning

Creative Planning

Overland Park, KS
2 staff members
4 14 Reviews
Company Profile

Creative Planning has been providing wealth management services to high net worth clients since 1983, and currently manages approximately $40 billion for clients in all 50 states and abroad. 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. Additional disclosures regarding awards/rankings can be found at: https://creativeplanning.com/important-disclosure-information/

Company size

501 to 1000

Type

Company - Private

Revenue

Unknown / Non-Applicable

Industry

Investment Banking & Asset Management

Competitors

Unknown

Founded

1983

Staff Members
avatar
CEO
0.0
Worked since Saturday, Nov 23 2024
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