Creative Financial Strategies is a South Carolina based firm of professional financial services practitioners. The firm serves both corporate and individual clientele seeking broad-spectrum advice and implementation services in the areas of comprehensive and area focused personal planning*, wealth management, employee financial education, and executive benefit financial education and planning. Corporate clientele range in size from midsized, closely held firms to some of South Carolina’s largest employers to Fortune 200.

We encourage you to explore our site. If we may respond to questions or you would like more information please e-mail us at or call us at 803-741-1001 or 877-741-1001. We look forward to serving you.