Creative Planning
Overview
Creative Planning, founded in 1983 and headquartered in Overland Park, Kansas, is an independent wealth management firm that provides a wide range of financial services, including financial planning, investment management, retirement planning, estate planning, trust services, tax planning, and family office services. The firm manages or advises on over $370 billion in assets across all 50 states and 65 countries as of June 30, 2025. Creative Planning has grown significantly through strategic acquisitions, such as the purchase of Wipfli Financial Advisors in 2022, which added $5 billion in assets under management and expanded its presence in multiple states. The firm also acquired Goldman Sachs' Personal Financial Management unit in 2023, further enhancing its capabilities and client base. Creative Planning's mission is to provide clients with tailored strategies for wealth accumulation, retention, and transfer, ensuring financial security and growth. The firm is led by CEO Peter Mallouk, who has been recognized as a top independent financial advisor by Barron's and other industry publications. With a team of over 2,100 employees, Creative Planning continues to expand its services and reach, maintaining a strong commitment to client success and financial well-being.
Investment Focus
- Preference for investments in private equity, venture capital, real estate, hedge funds, fixed income, commodities, crypto, infrastructure, distressed and special situations, ESG and impact investing, and collectibles & art
- Focus on seed to late-stage investments, including buyouts and turnarounds
- Geographical focus on United States, Canada, United Kingdom, Germany, France, Italy, Spain, Netherlands, Belgium, Switzerland, Australia, Japan, China, India, South Korea, Brazil, Mexico, South Africa, United Arab Emirates, and Saudi Arabia
- Industries of interest include financial services, technology, healthcare, consumer goods, energy, real estate, telecommunications, media, retail, manufacturing, transportation, utilities, education, agriculture, and pharmaceuticals
Portfolio Companies
Reach Creative Planning directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Creative Planning
What sectors does Creative Planning invest in?
Creative Planning invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Kansas, United States. Creative Planning is listed as a private investment firm in the ConnectSafely investor database.
What stage does Creative Planning invest at?
Creative Planning backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Creative Planning invest in?
Creative Planning invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
Who are the partners at Creative Planning?
Team members listed for Creative Planning include Mike Roberts (managing partner) and Jacinda Henry (partner & regional vice president).
What companies has Creative Planning invested in?
Creative Planning's portfolio includes Wipfli Financial Advisors, Goldman Sachs Personal Financial Management, Monterey Private Wealth, CTB Financial Services, Maxwell Wealth Strategies, Lockton Retirement Services, OptiFour and America's Best 401k.
How do I contact Creative Planning?
Creative Planning's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
