CREATIVE PLANNING

*Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients, but is not a public accounting firm. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm, to provide audit and attest services... 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... 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.

Also known as: Creative Planning International, Creative Planning, LLC

Primary location: Overland Park United States