A complete list of active advisors currently associated with Creekside Partners

Warmer can help you find a great advisor at Creekside Partners or one who fits your needs even better.

Creekside Partners serves individuals, families, related trusts and a limited number of nonprofit entities and company retirement plans, providing financial planning, discretionary investment management and general financial advisory services. The firm’s March 2026 brochure reports $553,388,044 in assets under management (all managed on a discretionary basis) and notes that planning and portfolio advice are typically bundled in client engagements. The firm describes a primarily value-driven investment approach with secondary emphasis on economic cycle analysis, favoring low-turnover, tax-efficient strategies and a strong bias toward low-cost index mutual funds and ETFs, while using individual municipal bonds where appropriate. Portfolios are constructed around client-specific roadmaps and asset allocations, with ongoing monitoring and periodic adjustments tied to client circumstances and market conditions. What is distinctive is the concentration of substantial discretionary assets across a relatively small advisory team, resulting in an unusually high AUM per advisor compared with peers; the brochure highlights this scale alongside the firm’s fee-only, fiduciary status. The firm also discloses practices that are less common among similar teams — including use of borrowing in client accounts and participation in educational conferences and workshops through its custodial relationships — and it describes custody and custodian-provided services that can create potential conflicts of interest.

To learn more about the advisors currently working at Creekside Partners, 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.