Our Firm

Creative Financial Strategies, Inc.(CFS),is a Wealth Advisory Firm* formed by the firm's president, Kevin M. O'Brien. Kevin has been involved in estate and financial planning since 1975. Initially functioning primarily as an insurance representative, Kevin was actively involved in the design and implementation of benefit programs and estate plans for business owners in New York City.

Leaving New York in 1980 for the lifestyle offered in northern New England, Kevin found a growing demand for the services offered through the firm that was then known as Kevin M. O’Brien & Associates. Recognizing the public’s increasing desire for a fully coordinated approach to financial planning, it was felt that the firm needed to be different. It needed to be more than the typical “product-oriented” sales organization.

So, in 1993, Creative Financial Strategies, Inc. was formed. CFS became a resource center; a client-oriented organization designed to assist our clients through the "hands on" coordination of the legal, investment, tax and insurance issues facing all of us today. With years of experience specializing in the areas of financial, estate, retirement and business planning, the people of CFS work diligently towards the goals and objectives of our clientele.

*Creative Financial Strategies, Inc.("CFS")is a Registered Investment Advisor in the state of New Hampshire. This shall not be deemed to be a solicitation in any jurisdiction where "CFS" is not registered to conduct business.