A complete list of active advisors currently associated with Creative Wealth Builders, LLC
Warmer can help you find a great advisor at Creative Wealth Builders, LLC or one who fits your needs even better.
Creative Wealth Builders, LLC is a registered investment adviser that provides personalized investment management and financial planning to individuals and families. As of December 31, 2025 the firm reported managing approximately $19,868,000 across 75 discretionary accounts. The firm develops written investment policy statements grounded in client interviews and ongoing review, and provides discretionary asset management with monitoring and rebalancing. Its brochure notes use of a proprietary portfolio rebalancing algorithm to signal trades and that, in certain market conditions, it may move client assets into money market funds to reduce perceived downside risk. The firm’s principal also operates a separate accounting and tax practice (a CPA/PFS firm) that the brochure says occupies roughly half of the principal’s time and may recommend the adviser’s services to accounting clients; accounting services are provided independently and no advisory fees are shared between the entities. That formal affiliation with an accounting practice and the principal’s tax credentialing are uncommon among independent advisers of this type and may be relevant to clients seeking integrated tax and planning coordination; the firm states it treats each household as a separate fiduciary relationship and shares information across generations only with consent.
To learn more about the advisors currently working at Creative Wealth Builders, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
West Hempstead, NY
| 5
|
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