Creative Planning became an Endorsed Vendor of the MIBA this past December. We are pleased to welcome them and want to provide our members with a brief overview of their services.

Creative Planning is one of the top independent wealth management firms in America, with over $75.6 billion in assets as of March 31, 2021. Located in Overland Park, KS, its advisors serve clients in all 50 states and abroad.

Creative Planning provides a different approach to private wealth management. Their financial planning-led approach considers your income and investments, retirement goals, tax situation to create a comprehensive financial plan that’s completely custom to your unique situation.

Creative Planning provides its clients with a full team of skilled specialists to optimize client wealth. This team approach provides clients access to a variety of financial disciplines, such as Certified Financial Planner™ practitioners, CPAs, and attorneys, led by experienced wealth managers, all of whom are fiduciaries.