Creative Financial Partners

Overview

Creative Financial Partners is a small, individually owned corporate advisory entity that operates more as a fee-for-service financial practice than as an asset manager. Its client-facing activities combine roles across the financial services ecosystem: the firm acts as a registered representative of a broker-dealer, an insurance broker, an accountant, and a salesperson of other financial products. On the advisory side it provides financial planning and runs educational seminars and workshops. Fee arrangements are hourly or fixed fees rather than ongoing percentage-based advisory fees. The firm is not identified as an active ESG investor, does not serve as a capital allocator, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices