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Need help nurturing your long-term financial plans?

Our approach for every engagement is to go beyond traditional quantitative analysis. We seek to add value to each client relationship by making it personal, collaborative and flexible.

Meet Our Team
CFG Group Photo - 2024

Personal Connection

We seek to recognize the individual needs of each client and work consultatively with the client’s other advisors.


In-House Expertise

We provide complete services including cash management, asset management, income tax planning, estate planning, insurance assessment, education funding and retirement income planning.

    • Accountability

      Productivity metrics and analysis

    • Transparency

      Always accessible, team approach

    • Investment

      Tools and resources for better options

From our Team

Explore All Resources
Apr 01, 2025

Q1 2025 Asset Management Letter | ABC (Always Be Contrarian!)

Dec 30, 2024

Q4 2024 Asset Management Letter | Being Flexible "In Order to Live"

Oct 01, 2024

Q3 2024 Asset Management Letter | Anti-Fragile/America

Creative Financial Group

For more than three decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives, business owners, high-net-worth individuals and families. We believe in personalized planning and attention to each client’s individual needs.

Copyright © 2024 • Creative Financial Group, a division of Synovus Securities, Inc.

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Investment products and services provided by Synovus are offered through Synovus Securities, Inc. ("SSI"), Synovus Trust Company, N.A. ("STC") and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC and an SEC Registered Investment Advisor. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank. You can obtain more information about Synovus Securities, Inc. and its Registered Representatives by accessing BrokerCheck.