LP Directory

An independent wealth advisory firm with more than $300 billion in combined assets under management and advisement by Creative Planning and its affiliates with clients in all 50 states and abroad. At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more.

DeMarche provides institutional investment solutions to corporations, retirement funds, endowments, foundations, and public funds.

Mariner Advisor Network provides independent financial advisors with the resources & teams needed to build, grow & support their practice.

Aspen Wealth Management, Inc., is an independent, comprehensive financial services firm. For high net worth and aspiring high net worth families and individuals, we serve as a one-stop family office for overall integration of oneÀ6 s family wealth concerns and objectives. Aspen delivers to our clients: comprehensive financial planning, optimum risk-adjusted returns on their investments, and superior investment vehicles, some not available through other investment managers and financial planners.For our clients, we serve as the family office, the one advisor they seek to help coordinate all of their financial affairs, their Personal CFO\

Mariner Wealth Advisors is a wealth management firm based in Overland Park, Kansas. Established in 2006, the firm provides a complete suite of wealth management services, lifestyle management, asset management, or concierge services such as calendar management and administrative services. The firm's client base includes families, business owners, corporate executives, and institutions. It operates as a subsidiary of Mariner Holdings.