A complete list of active advisors currently associated with Meadow Creek Wealth Advisors, LLC

Warmer can help you find a great advisor at Meadow Creek Wealth Advisors, LLC or one who fits your needs even better.

Meadow Creek Wealth Advisors serves high‑net‑worth individuals, estates, trusts, foundations and charitable institutions with advisory services that include portfolio management, limited financial planning, retirement plan consulting and project‑based consulting. The firm offers both discretionary and non‑discretionary portfolio management, supplemental financial planning work, and periodic reports to clients as part of its managed account program. The firm’s process begins with a Financial Review and an Investment Plan that set portfolio allocation and risk/return expectations, and investment decisions are made by an investment committee that monitors managers and implements strategies across client accounts. Meadow Creek uses third‑party Separate Account Managers when appropriate and maintains both discretionary and non‑discretionary relationships — as of year‑end reporting the firm managed roughly $364.6 million on a discretionary basis and $363.5 million on a non‑discretionary basis, meaning a larger‑than‑typical share of assets require client approval before trades are executed. Distinctive features disclosed in the brochure include registered insurance activity and a formal process for managing client annuities (including 1035 exchanges onto a DPL platform) with associated commission relationships disclosed to clients, and arrangements to recommend third‑party managers whose practices and fees may differ from Meadow Creek’s. The firm also notes operational practices that can involve margin/borrowing and manager‑specific strategies and billing (with manager disclosures provided in those managers’ ADV brochures), so prospective clients should review manager supplements and custodian statements to understand any use of leverage or derivative strategies.

To learn more about the advisors currently working at Meadow Creek Wealth Advisors, 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.