A complete list of active advisors currently associated with Creative Financial Strategies, Inc.

Warmer can help you find a great advisor at Creative Financial Strategies, Inc. or one who fits your needs even better.

Creative Financial Strategies serves individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing personalized financial planning, investment management, tax preparation, and business advisory services. The firm is fee‑based and also offers annuities and other commissioned insurance products, reflecting insurance-related activities alongside its advisory services. The adviser provides investment recommendations primarily on a non‑discretionary basis: clients make the final investment decisions and any limited power of attorney is used only to act at the client's documented direction. Portfolios are implemented through third‑party asset management platforms and guided by written investment policy statements, with periodic reviews and planning options that include hourly engagements, retainers, and comprehensive financial plans. Noteworthy aspects include DST/1031 exchange consulting and facilitation — with a one‑time consulting arrangement upon implementation — and a broader set of business services (Independent CFO, budgeting, debt and financing consulting) uncommon for many small independent advisers. The firm operates at a small scale (reporting roughly $293,250 in advised assets across about 11 clients as of December 2025) and emphasizes client‑directed decisions rather than delegated portfolio discretion.

To learn more about the advisors currently working at Creative Financial Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.