Hokanson Lehman & Stevens is a financial services firm based in Leawood, KS, offering a wide range of wealth management and investment advisory services. With a team of experienced fiduciary wealth managers, in-house CPAs, and attorneys, they provide comprehensive financial planning, tailored investment management, and strategic tax planning to optimize their clients' financial portfolios. With over $245 billion in combined assets under management and advisement, they serve clients across all 50 states and 75 countries worldwide.
Creative Planning, led by President and CEO Peter Mallouk, is known for its dedication to providing a richer journey to wealth for its clients. Unlike other firms, they don't offer set-it-and-forget-it plans or standard portfolios. Instead, they take a holistic approach, considering all elements of their clients' financial picture to ensure their money is working as hard as it can. As fiduciaries, they always prioritize their clients' best interests, earning them recognition as one of the top RIA firms in the industry.
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