A complete list of active advisors currently associated with Cool Creek Financial

Warmer can help you find a great advisor at Cool Creek Financial or one who fits your needs even better.

Cool Creek Financial provides wealth management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, and plan sponsors. Its services include ongoing investment management, project-based planning, and retirement plan consulting for employer-sponsored, participant-directed plans. The firm implements asset allocation guided by Modern Portfolio Theory and uses a mix of passive and active funds, with the ability to engage outside managers or invest through Class F-2 share programs when appropriate. Engagements are fee-only and typically billed as a percentage of assets under management, with discretionary trading authority and the option to customize portfolios for socially responsible investing preferences. Distinctive for a small independent adviser, the firm offers pension consulting and acts in an ERISA fiduciary capacity for retirement plans, supported by the principal’s Certified Plan Fiduciary Advisor credential. The brochure also discloses a 2025 consent agreement with the Pennsylvania regulator regarding disclosure of fee deductions; the settlement included an administrative assessment and did not allege fraud, dishonesty, or client harm.

To learn more about the advisors currently working at Cool Creek Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.