An independent wealth advisory firm with $225 billion combined assets under management & advisement as of 12/31/21 and clients in all 50 states and abroad.
At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success.
If you’re ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.
At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success.
If you’re ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.
Location: United States, Kansas, Overland Park
Employees: 1001-5000
Phone: +1 866-273-2848
Founded date: 1983
Investors 1
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Mentions in press and media 12
| Date | Title | Description |
| 11.10.2024 | Tesla's robotaxi event was long on Musk promises. Investors wanted more details. | Autos & TransportationADAS, AV & Safety EV Battery Sustainable & EV Supply Chain Software-Defined Vehicle Tesla's robotaxi event was long on Musk promises. Investors wanted more details. By Chris KirkhamOctober 11, 20241:42 PM U... |
| 02.10.2024 | Creative Planning's New Chapter: TPG Capital Invests in Wealth Management Firm | In the world of finance, partnerships can be the lifeblood of growth. Creative Planning, a prominent independent wealth management firm based in Overland Park, Kansas, has recently secured a significant minority investment from TPG Capital.... |
| 01.10.2024 | Creative Planning: Strategic Investment Raised From TPG Capital | Leading independent wealth management firm Creative Planning announced that TPG (a leading global alternative asset management firm) has made a substantial minority investment in the Company. TPG is investing in the business through TPG Cap... |
| 30.09.2024 | Creative Planning Receives Strategic Investment from TPG Capital | Creative Planning, an Overland Park, KS-based independent wealth management firm, received an investment from TPG Capital. The amount of the deal was not disclosed. TPG Capital joined existing investor General Atlantic, who made a minority ... |
| 17.08.2022 | Creative Planning Gets Even Bigger With Deal to Buy $5 Billion Wealth Manager | - |
| 15.02.2022 | Creative Planning Snags South Carolina Firm With $735 Million in Assets | Creative Planning has bought another advisory firm, announcing on Tuesday the acquisition of JBJ Invest, a registered investment advisor based in Charleston, S.C. JBJ, which manages more than $735 million in assets, began as a niche practic... |
| 01.02.2022 | Creative Planning Snags $600 Million RIA as It Plans New Midwest Hub | - |
| 18.01.2022 | Creative Planning Snags $2 Billion California RIA | - |
| 23.06.2021 | Three Creative Planning Wealth Managers Named to Barron's Top 100 Women Financial Advisors List | |
| 18.02.2021 | myFace Announces “WONDER PROJECT” Educational Initiative Inspired by Wonder, Based On R.J. Palacio’s Worldwide Bestseller | “You managed to get the children thinking and talking in a deeper and much more meaningful way than was possible after only having read Wonder. We had to cancel our next class - the kids were so engaged!” said a very encouraged 5th grade te... |
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