Who We Are

Welcome to Creative Planning. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services.

At Creative, we believe a client’s portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success.

We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

To schedule an appointment to learn more about our services,
call us at: (913) 338-2727
email us at: mallouk@thinkingbeyond.com

Use of this website does not constitute legal advice and does not form an attorney/client relationship. Creative Planning, Inc. is not a law firm and does not provide legal advice or other legal services. All legal advice and services are provided by Creative Planning Legal, P.A. Please visit www.creativeplanninglegal.com to learn more about Creative Planning Legal, P.A. and its attorneys.

Creative Planning, Inc. is not a CPA firm. Please visit www.creativeplanningtax.com to learn more about our tax and accounting services.