Creative Planning Legal

Creative Planning Legal. Protect and preserve your business while navigating your financial needs.

Helping clients simplify their journey to financial wellness, one personalized plan at a time.

In-House Expertise for Every Piece of Your Financial Picture

At Creative Planning, we understand the path to living your best financial life is multi-faceted and personal. That's why we believe in providing customized services that address every aspect of your financial picture and align with your unique vision.

Our Story

Beginning as a small office in Kansas City, Creative Planning was founded on the belief that clients deserved a better way to grow and manage their wealth. When President and CEO Peter Mallouk purchased the company in 2004, he made it his goal to see that belief through by establishing a people-first culture and a vision of serving clients through every phase of their financial lives.

Our Values

No matter what stage of your financial journey Creative Planning is helping you navigate, you'll be partnering with professionals who embody our core values. These values define our work and empower our decision-making to provide an elevated client experience and culture unlike anywhere else.

Why We're Different

Creative Planning's fiduciary financial advisors and wealth managers work with in-house CPAs* and attorneys to look at all elements of your financial life to ensure your money is working as hard as it can for you, day in and day out. Our planning-led approach means that we discover what's most important to you and your family first, then we design an investment portfolio to match those needs.

When you work with us, you'll get: