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Creative Planning

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An independent wealth advisory firm with $210 billion in combined assets under management and advisement as of 12/31/22 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.

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Creative Planning's headquarter address
Line 1: 5454 west 110th street, overland park, kansas, united states
Line 2: 5454 W 110th St
Creative Planning's industries
financial services
Creative Planning's technology
Atlassian Cloud Cloudflare DNS Google Analytics Ecommerce Tracking Google Play Google Tag Manager Gravity Forms Microsoft Office 365 Mobile Friendly Outlook Pardot Salesforce Vimeo WP Engine WordPress.org reCAPTCHA
People working at Creative Planning
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Tony Favela
Partner / Managing Director
Leawood, Kansas, United States
NM
Nick McDole
Director of Technology Solutions
Leawood, Kansas, United States
KT
Kevin Timmerman
Partner and Managing Director
Leawood, Kansas, United States
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Clay Baker CFP®
Managing Director
Leawood, Kansas, United States
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Brian Katzman, CFP®
Wealth Manager at Creative Planning, Inc
Leawood, Kansas, United States
DF
Dan Foster
Partner / Managing Director
Leawood, Kansas, United States
JK
Jonathan Knapp
Chief Operating Officer
Leawood, Kansas, United States
JM
Jonathan Colbert, MBA
Practice Development Team
Leawood, Kansas, United States
SA
Suji Adams
Digital Marketing Director
Leawood, Kansas, United States
NJ
Nick Jacobson
Chief Marketing Officer
Leawood, Kansas, United States
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