Creative Planning Business Services Email Format

Business Consulting and ServicesKansas, United States501-1000 Employees

Creative Planning Business Services operates in the business consulting and services sector, providing customized advisory, tax, and financial services to help businesses manage growth and governance. It is based in Overland Park, Kansas. The unit stemmed from a 2023 alliance in which BerganKDV joined Creative Planning; BerganKDV continues to offer audit and attest services, while Creative Planning Business Services focuses on business-focused consulting and related financial services. Creative Planning itself is described as an independent wealth management firm that also provides business consulting, tax, and financial services, working with BerganKDV, a separately governed CPA firm that delivers audit and assurance. Recent 2026 developments indicate ongoing expansion, including leadership appointments and the acquisition of Brightworks Wealth Management.

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