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Creative Planing-contact

Creative Planning has advisors in all 50 states!
Headquarters – Kansas City

3400 College Boulevard
Leawood, KS 66211
Click here for directions/map
Phone: (913) 338-2727
Toll Free: (866) 909-5148
Fax: (913) 338-4507
cpi@thinkingbeyond.com

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Awarded #1 Independent Wealth Manager in America for a Record 3 Consecutive Years – Barron’s
(2013-2015)

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Tony Robbins Interviews Creative Planning President, Peter Mallouk

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#1 Wealth Management Firm in America
#1 Independent Financial Advisor in America
Top 100 Wealth Advisors in America
Top 50 RIA's in America

"The only limit to making an impact is your imagination and commitment. This is why I am proud to be a board member of Creative Planning, as they truly dedicate themselves to adding more value."

-Tony Robbins, Board Member & Chief of Investor Psychology

Legal Disclosure: Tony Robbins is a board member and Chief of Investor Psychology at Creative Planning, Inc., an SEC Registered Investment Advisor (RIA) with wealth managers serving all 50 states. Mr. Robbins receives compensation for serving in this capacity based on increased business derived by Creative Planning from his services. Accordingly, Mr. Robbins has a financial incentive to refer investors to Creative Planning.

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Peter Mallouk, JD, MBA, CFP

Author of “The Five Mistakes Every
Investor Makes and How to Avoid Them”

Peter Mallouk, is the President and Chief Investment Officer of Creative Planning, Creative Planning Legal and affiliated companies. Peter’s companies provide comprehensive wealth management services to its clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax, and estate planning services. Creative Planning provides wealth management services to high net worth clients, and manages over $20 billion for clients in all 50 states.  They have been featured twice as the #1 Wealth Management Firm in the United States by CNBC (2014-2015) and the only firm to be awarded the #1 Independent Financial Advisor in America by Barron’s for 3 consecutive years (2013-2015).

Discover the True Meaning of Transparency

Regardless of what the TV commercials insinuate, the vast majority of name brand firms are technically “brokers.” This means they get paid for putting your money in products or funds that benefit the house. We offer a refreshingly unbiased approach where we resolutely support your financial health, steer progress, and act as your legal fiduciary by upholding your interests above our own.

#1

Ranking

Independent Financial Advisors For Three Years Running (Barron’s)

$20

Billion

Assets Managed by Creative Planning

50

States

Providing financial peace of mind in all 50 states!

The Only Source of Knowledge is Experience.

-Einstein

Established in 1983, we demonstrate our devotion to taking excellent financial care of our clients by surrounding them with a team of credentialed experts. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), Certified Public Accountants (CPA), Estate Planning Attorneys (JD), Risk Management Specialists and Retirement Planning experts.

Everyone Deserves the Ultra Wealthy Treatment.

Our holistic family office approach offers a full range of experts from every relevant field. This sets us apart from other independent financial advisors that typically only offer investment advice. Creative Planning gives you multidimensional advice – true comprehensive wealth management that is normally reserved for only the ultra-wealthy.

Find Out How We Can Help You Succeed. See if you Qualify.