Founded in 1983 and led by President & CEO Peter Mallouk, Creative Planning is a Registered Investment Adviser (RIA) that provides comprehensive wealth management services to high-net-worth individuals, families, and institutions. The company's mission is to offer a holistic and integrated approach to financial well-being by providing diverse services like financial planning, investment management, retirement planning, tax advice, and estate planning all under one roof. It has grown to become one of the largest independent wealth management firms in the United States, managing billions of dollars in assets.

Founded in

United States