Creative Planning provides private wealth management, financial planning, investment management, estate planning, retirement planning, tax planning, and more. Creative Planning clients can log into their wealth management account (Orion Advisor Technology), 401k account, or property and casualty account. At Creative Planning, we believe a financial plan is the foundation on which financial success is built. That’s why your dedicated team takes time to get to know you, your family and your goals before building your comprehensive plan.
At Creative Planning, we believe a financial plan is the foundation on which financial success is built. That’s why your dedicated team takes time to get to know you, your family and your goals before building your comprehensive plan. Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states and abroad. So whether you’re in California, Texas, Kansas, Florida or any of the states in between, there’s an advisor near you! Creative Planning brings you a team of in-house expertise – wealth managers, CPAs, estate attorneys and insurance specialists – to ensure every element of your financial plan is working harder, together, so you can enjoy a richer way to wealth. Creative Planning's team-based, comprehensive approach to wealth management will bring together our in-house CPAs, attorneys, insurance specialists and more to help you establish a legacy you can be proud of for years to come. Looking for a financial planner or wealth manager near you? Creative Planning has clients nationwide, and has accessible offices across the country.
Creative Planning brings you a team of in-house expertise – wealth managers, CPAs, estate attorneys and insurance specialists – to ensure every element of your financial plan is working harder, together, so you can enjoy a richer way to wealth. Creative Planning's team-based, comprehensive approach to wealth management will bring together our in-house CPAs, attorneys, insurance specialists and more to help you establish a legacy you can be proud of for years to come. Looking for a financial planner or wealth manager near you? Creative Planning has clients nationwide, and has accessible offices across the country. OVERLAND PARK, Kan., February 18, 2025 / — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced the acquisition of Maxwell Wealth Strategies. Based in Pleasanton, California, Maxwell Wealth Strategies has been a trusted partner to clients seeking financial planning guidance since 2015.