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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.

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We boost our clients

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.

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      Productivity metrics and analysis

    • Transparency

      Always accessible, team approach

    • Investment

      Tools and resources for better options

From our Team

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Q2 2023 Asset Management Letter | Narratives

“We tell ourselves stories in order to live… We look for the sermon in the suicide, for the

Q1 2023 Asset Management Letter | Madness

Another March and another month of madness to try and process. Normally we welcome March as it

Q4 2022 Asset Management Letter | Lump of Coal

We could go a lot of different ways with the “lump of coal” theme. The most obvious is the

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.

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Creative Financial Group (CFG) is a division of Synovus Securities, Inc.(SSI), a registered Broker-Dealer, member FINRA/SIPC and SEC registered Investment Advisor. Prior to January 1, 2011 CFG was a separate registered investment adviser affiliate of SSI. 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. You can obtain more information about SSI and its Registered Representatives by accessing BrokerCheck.