Cherry Creek Financial Advisors, Inc.

Cherry Creek Financial Advisors provides discretionary portfolio management and financial planning primarily for individual clients, including high net worth individuals, as well as corporate pension and charitable accounts; the firm reports managing approximately $21.7 million across its discretionary accounts and typically sets account minimums of $150,000 for individuals and $1,000,000 for institutions. Services include ongoing wealth management rather than transactional product sales, with clients able to authorize fee billing from custodial accounts or to be invoiced directly.

The firm follows a documented seven-step wealth management process that starts with defining client objectives and quantifying the rate-of-return needed to meet goals, then constructs a customized asset allocation designed to achieve that target while aiming to minimize unnecessary risk. Portfolios are generally implemented with exchange-traded funds, fixed income securities, and no-load institutional mutual funds, are reviewed quarterly, and the firm provides performance reporting and a quarterly newsletter to clients.

Distinctive features include a fee-only, independent structure with a stated policy against accepting sales commissions or soft-dollar benefits and a firm practice of not voting client proxies (clients retain that responsibility); the firm also waives its hourly planning fee for clients with $400,000 or more under management. The firm disclosed a regulatory matter in December 2025 in which a state regulator suspended a co-founder’s registration after an audit identified recordkeeping, filing, and supervisory failures; the regulator subsequently issued a conditional renewal and the firm has stated that a partner has assumed the suspended adviser’s client duties pending resolution.