Heartland Investments is a leading financial services firm based in Lenexa, KS, offering a wide range of wealth management and investment advisory services. With a team of experienced professionals, including fiduciary wealth managers, CPAs, and attorneys, they provide comprehensive solutions tailored to optimize clients' investments, taxes, and estate plans. Their personalized approach ensures that clients' wealth is working as hard as possible, delivering long-term financial success.
Creative Planning, the parent company of Heartland Investments, is recognized as a pioneer in the finance industry, committed to providing clients with a richer journey towards wealth. Unlike other firms, they go beyond standard portfolios and set-it-and-forget-it plans, focusing on the destination and the journey. As fiduciaries, they prioritize clients' best interests, offering guidance that is always aligned with their financial goals. With over $245 billion in combined assets under management and advisement, Creative Planning serves clients across all 50 states and 75 countries worldwide.
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