Creative Planning

Creative Planning, founded in 1983 and headquartered in Overland Park, Kansas, is an independent wealth management firm that provides a wide range of financial services, including financial planning, investment management, retirement planning, estate planning, trust services, tax planning, and family office services. The firm manages or advises on over $370 billion in assets across all 50 states and 65 countries as of June 30, 2025. Creative Planning has grown significantly through strategic acquisitions, such as the purchase of Wipfli Financial Advisors in 2022, which added $5 billion in assets under management and expanded its presence in multiple states. The firm also acquired Goldman Sachs' Personal Financial Management unit in 2023, further enhancing its capabilities and client base. Creative Planning's mission is to provide clients with tailored strategies for wealth accumulation, retention, and transfer, ensuring financial security and growth. The firm is led by CEO Peter Mallouk, who has been recognized as a top independent financial advisor by Barron's and other industry publications. With a team of over 2,100 employees, Creative Planning continues to expand its services and reach, maintaining a strong commitment to client success and financial well-being.

Preference for investments in private equity, venture capital, real estate, hedge funds, fixed income, commodities, crypto, infrastructure, distressed and special situations, ESG and impact investing, and collectibles & art, Focus on seed to late-stage investments, including buyouts and turnarounds, Geographical focus on United States, Canada, United Kingdom, Germany, France, Italy, Spain, Netherlands, Belgium, Switzerland, Australia, Japan, China, India, South Korea, Brazil, Mexico, South Africa, United Arab Emirates, and Saudi Arabia, Industries of interest include financial services, technology, healthcare, consumer goods, energy, real estate, telecommunications, media, retail, manufacturing, transportation, utilities, education, agriculture, and pharmaceuticals