CPM Offers BRI Strategies For Advisers
Creative Portfolio Management’s Biblically Responsible strategies are now available—built on a disciplined, values-aligned approach and supported by a track record spanning more than a decade.
New Addition Ribbon Cutting Ceremony
May 14, 2026
Join us as we celebrate an exciting new chapter in the CFD story with the grand opening of our latest building addition. This celebration reflects our continued growth, our commitment to serving advisers and clients with excellence, and the community relationships that make it all possible.
Faith-Driven Investor Webinar
June 11, 2026
Join an interactive session for financial advisers exploring how faith-driven investing, stewardship, and conviction can be brought into your practice...
Spring Conference
April 23rd, 2026
Join us virtually as we focus on The Pursuit of Purpose. A theme centered on conviction, clarity, and long-term impact. The conference explores how purpose-driven advisers can navigate challenges, lead with intention, and build practices aligned with what matters most.
Emerging Adviser Trip
August 5–9, 2026
Designed for up-and-coming advisers building successful practices, and will be held at the Samoset Resort in Rockport, Maine. the event offers opportunities to learn from peers, network, and celebrate shared success.
CFD Networkshop
Quarterly
The CFD Networkshop is a collaborative session where CFD Adviser Assistants can strengthen core skills, share practical ideas, and enhance the day-to-day support they provide their advisers.
Featured Media:
Our Commitment in Action
Discover stories, updates, and milestones that highlight the growth of the CFD Family. Be inspired by our shared commitment to your success.
Creative Financial Designs Announces TAMP For Public
Creative Portfolio Management’s Biblically Responsible strategies are now available, offering a disciplined, values-based approach..
The Heart of CFD: A Culture Rooted in Family
Learn how our firm’s family-centered culture goes beyond business to build meaningful relationships and a supportive, values-driven community...
CFD Investments Ranks as Top Independent Broker-Dealers
CFD Investments earns national recognition, ranking among the nation’s top independent broker-dealers for growth and adviser support...
Biblically Responsible Investing Takes Center Stage
Brent Owens joins Charles Payne on Fox News to discuss Biblically Responsible Investing and aligning financial decisions with personal values...
CFD Builds Community with Financial Professionals
CFD Companies highlights how it's strengthening its family-like culture for financial professionals through personalized events and exclusive trips...
CFD Celebrates and Rewards Adviser Excellence
Discover how CFD Companies honors and supports its financial advisers’ success through weekly and monthly recognition programs...