CREATIVE FINANCIAL PARTNERS

Overview

Creative Financial Partners operates as a small, non‑traditional advisory corporation that blends registered broker‑dealer activity, insurance brokerage and accounting services with fee‑based financial planning and client education. The firm does not position itself as a capital allocator or multi‑state registered adviser; instead it appears to act primarily as an adviser and product intermediary—providing hourly and fixed‑fee planning, running seminars and workshops, and distributing brokerage and insurance solutions through affiliated channels. Investment stance is conservative and pragmatic: the firm is not an active ESG investor and does not list pension consulting or related adviser services. When investment recommendations are made, those recommendations are delivered alongside planning and educational work rather than as the management of a large discretionary asset base. Where alternatives are appropriate, Creative Financial Partners relies on third‑party managers rather than operating proprietary funds.

Assets & Accounts

Investments & Alternatives

Location & Offices