Boise, ID Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Clear Creek Financial Management, LLC
Multi-team
Firm-wide stats for Clear Creek Financial Management, LLC
About
Clear Creek Financial Management serves individuals (including high-net-worth clients), employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers asset management, financial planning and consulting, pension consulting, referrals to third-party money managers, algorithmic consulting through Helios Quantitative Research, and an industry newsletter.
The firm emphasizes continuous, individualized account supervision and constructs portfolios across stocks, bonds, ETFs, options, mutual funds and select private securities, with at least quarterly reviews and rebalancing. Its investment process uses fundamental, technical and cyclical analysis and employs a wide range of strategies—from long-term holdings to trading, option writing, short sales and margin—while Helios provides algorithm-based modeling and implementation consulting that can be integrated into client solutions or licensed to other advisers.
Noteworthy distinctions include a quantitative consulting arm owned by firm representatives (Helios) that provides algorithmic research and implementation support to other advisers, and a publicly available educational newsletter on market and economic topics that does not deliver individualized investment recommendations. The firm also arranges ancillary third‑party services—such as referrals to outside money managers and separate class‑action claim administration—organized separately from its core advisory services.
Expertise
Location
Boise ID
Advisors at this office
3
Advisors at this office
Joseph G
Series 66
Boise, ID
Clear Creek Financial Management, LLC
Joseph Gates is a financial advisor with Clear Creek Financial Management, LLC in Boise, ID. He holds a Series 66 designation and has 18 years of industry experience, including 12 years at Clear Creek. Outside of advising, he owns Stack Rock Coffee, LLC, a business involved in reselling coffee. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers asset management, financial planning, consulting, and algorithmic research through its Helios Quantitative Research division, employing a range of investment strategies and conducting regular portfolio reviews.
Scott M
Series 63, Series 65
Boise, ID
Clear Creek Financial Management, LLC
Scott Mecham is a financial advisor with Clear Creek Financial Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Clear Creek since 2022 and previously spent eight years at KMS Financial Services, Inc. Mecham is also the owner of Scott Mecham CPA, a tax and accounting service he has operated since 1997. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, employing a broad investment approach with continuous account supervision and diverse strategies.
Matthew K
Series 63, Series 66
Boise, ID
Clear Creek Financial Management, LLC
Matthew Koehler is a financial advisor at Clear Creek Financial Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Burks Wealth Management for 13 years. Koehler is also involved in insurance sales. Clear Creek Financial Management serves a diverse client base including high-net-worth individuals, employer retirement plans, and trusts. The firm offers a range of services such as asset management, financial planning, and algorithmic consulting through its Helios Quantitative Research division, employing various investment strategies supported by regular portfolio reviews.
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