Creative Planning is a comprehensive financial services firm based in Minneapolis, MN, offering a wide range of personalized wealth management and business services. Led by President and CEO Peter Mallouk, the company provides strategic tax planning, investment management, estate planning, insurance, and outsourced accounting, among other services, to help clients make informed decisions about their financial future.
With a focus on simplifying complexities and inspiring confidence, Creative Planning's team of experts delivers innovative solutions to support both individual and business clients nationwide. From IT support to human capital management, the firm's tailored business services aim to help organizations navigate challenges, make strategic decisions, and achieve their long-term goals.
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