Morriston, FL Office

Cherry Creek Investment Advisors provides discretionary investment management and financial planning services to private investors, including individual and high‑net‑worth clients, as well as institutional plans and charitable organizations. The firm also advises on retirement plan rollovers and offers access to estate‑planning services via a licensed Wealth.com platform and consultation on education and retirement planning.

Investment strategies are tailored to each client rather than using model portfolios, with a focus on diversification, income generation, capital preservation and longer‑term holdings; CCIA relies heavily on internal research supplemented by external sources. The firm employs technology and third‑party platforms in portfolio oversight — for example, using Pontera to manage held‑away employer retirement accounts with discretionary access and Riskalyze to measure and organize risk — and generally executes trades through Schwab to pursue best execution.

Noteworthy aspects relative to peers include its small advisory team managing roughly $352 million for about 380 clients, which the brochure says supports close, personalized contact and individualized oversight. The firm also discloses that it occasionally compensates individuals for referrals and receives leads from lead‑generation entities (with disclosure to clients), and couples that referral activity with discretionary held‑away plan management and an integrated Wealth.com estate‑planning offering — a mix of practices that is less common among similarly sized advisers.