A complete list of active advisors currently associated with Salt Creek Hills Money, Ltd.

Warmer can help you find a great advisor at Salt Creek Hills Money, Ltd. or one who fits your needs even better.

Salt Creek Hills Money, Ltd. provides investment advisory services to individuals (including high‑net‑worth clients) and pension and profit‑sharing plans, offering portfolio analysis, asset allocation guidance, and preparation of an Investment Policy Statement for each client. The firm generally limits its recommendations to mutual funds and supports portfolio monitoring and personal investment policy implementation. The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading philosophy, with risk tolerance and time horizon documented in each client’s Investment Policy Statement and reviewed at least annually. Salt Creek does not maintain discretionary trading authority and typically directs clients to third‑party money managers to implement investment strategies. Noteworthy for an independent, solo adviser, the principal owner is an accountant with an affiliated accounting/consulting practice and may offer accounting services outside the advisory business, a relationship the brochure discloses as a potential conflict of interest. The firm’s assets are reported as primarily non‑discretionary, and it commonly directs clients to a specific third‑party manager (Matson Money) while receiving fee‑sharing and other referral compensation from third parties, arrangements the brochure identifies and discloses.

To learn more about the advisors currently working at Salt Creek Hills Money, Ltd., 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.