About Us

“Our clients are our most valuable asset”

Creative Financial Group is one of the largest, experienced and recognized fee-based financial planning and investment advisory firms in Atlanta, serving clients throughout the Southeast and across the country. Since 1988, we have provided broad-based financial planning, specializing in executive and high net worth financial planning, including investment management and tax return preparation services, through an on-going relationship with clients that is designed to direct each client toward his or her expressed financial goals.

Our approach to every engagement is to go beyond traditional quantitative analysis and add value to each client relationship through the planning process. CFG has been selected by many corporations, including BellSouth (AT&T), Southern Company, and Simmons Company, in America to provide financial counseling services to their executives.

Creative Financial Group is a federally registered investment adviser and a wholly-owned subsidiary of Synovus Financial Corporation. Synovus is a $32-billion multi-service holding company committed to the single principle of doing what is right for the customer, always. CFG is proud to be a member of Synovus and is able to leverage its broad resources to assist its client reach towards their financial and personal goals.