A complete list of active advisors currently associated with Creekside Financial Planning, L.L.C.

Warmer can help you find a great advisor at Creekside Financial Planning, L.L.C. or one who fits your needs even better.

The firm provides investment management and financial planning services to individuals and high‑net‑worth clients. Offerings include discretionary and non‑discretionary portfolio management, comprehensive and project‑based financial planning, educational seminars, and separate financial coaching/consulting provided outside the advisory relationship. The firm’s investment approach emphasizes asset allocation informed by modern portfolio principles and employs both passive and active strategies. It may use third‑party managers and platform solutions for portfolio implementation, while accommodating tax considerations and client preferences such as socially responsible (ESG) investing, with periodic account reviews. Distinctive characteristics include operating as a fee‑only solo adviser at launch with no assets under management reported in the brochure, and a stated practice of including ongoing financial planning for certain managed‑asset clients without an additional planning charge. The firm’s principal holds the CFP® certification, and the brochure highlights a separation between advisory services and non‑advisory coaching or speaking engagements, which are billed independently.

To learn more about the advisors currently working at Creekside Financial Planning, L.L.C., 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
Virginia Rogers	Bath, NC	0

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