Creative Planning

Founded in 1983 and significantly transformed after being acquired by Peter Mallouk in 2004, Creative Planning has grown into one of the largest Registered Investment Advisors (RIAs) in the United States. The company's mission is to provide holistic and objective financial advice by integrating services such as investment management, financial planning, retirement planning, tax services, and estate planning under one roof. They serve a diverse clientele, from high-net-worth individuals and families to institutional clients, and have expanded their national presence through both organic growth and strategic acquisitions.