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Creative Planning logo

Creative Planning

Recent Finacing

Equity

Recent Raise

Undisclosed

Creative Planning is an independent wealth management firm based in Overland Park, KS, providing financial-planning-led retirement, estate and trust, tax advice, family office, and 401(k)/institutional management in 27 offices.

Kansas, United States
1K-5K
Private
creativeplanning.com

Highlights

Focus Areas

Consulting
Financial Services

Recent Investors

General Atlantic logo

Financials

1

Funding round

1

Investor


Team

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See the team members at Creative Planning.