Creative Financial Group

About Creative Financial Group

CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals, and their families had lifetime and legacy objectives spanning both financial and non-financial needs. Over the past 40 years, CREATIVE has built a strong, lasting reputation rooted in our ability to build relationships across a wide range of clients:
High net worth individuals and their families
Multi-generational family businesses
Business owners

The foundation of a sound financial vision begins with competent, objective advice. While many firms focus on a single aspect of a client’s overall plan, CREATIVE utilizes a holistic approach. We understand that our clients often face challenges involving far more than just meeting investment objectives.

CREATIVE’s advisors draw upon decades of experience to:
Listen to clients goals, objectives, worries, and concerns
Provide clients with actionable planning guidance and advice
Offer comprehensive solutions customized to your unique needs
Help clients find peace of mind in a complex world


Financial Advisor Intern

June 2019 - August 2019 Newtown Square, PA
“Creative Financial Group has a great intern training program. Throughout the program the interns participate in many classes to learn about the company, the industry, marketing as an advisor, financial products and much more. Interns also participate in a final group project where you must propose a full financial plan for a mock family. ”
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