Faith-Aligned Partnership for Independent Advisers
Let's start the conversation.
Connect your way.
Whether you'd rather drop us a note, grab time on the calendar, or pick up the phone, our team is ready to listen.
Book a Call
Pick a 15-minute slot on our calendar whenever works for you.Open calendarSend Us a Message
Send a quick note and we'll respond within one business day.Start an emailCall Us
Speak with a real person on our team during business hours.(800) 745-777640+
Years serving advisers
150+
Financial Advisers
$7B+
Assets Served
Built for independent advisersEverything you need to grow
Everything you need to grow
without losing independence.
CFD pairs the autonomy you've worked hard to build with the concierge level support you need to scale further than you imagined.
- Flexible models and resources tailored to your practice
- Innovative technology with a collaborative environment
- Dedicated tools, content, and support
- Rapid, personal home-office support, not a call queue
- A network of advisers who share your values
Broker/Dealer
cfd Investments, Inc — innovative tools & flexible solutions since 1990.
Registered Investment Adviser
Creative Financial Designs, Inc — empowering advisers since 1982.
Adviser Community
A network of like-minded professionals who treat each other like family.
40+ Years of Experience
Four decades of serving independent advisers with integrity and excellence.
Your Goals. Our Commitment.
Choose the way that works best for you: email, calendar, or a quick call.
Or open the calendar directly: calendly.com