A complete list of active advisors currently associated with Stonecreek Private Wealth, LLC

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

StoneCreek Private Wealth, LLC provides discretionary investment management and financial planning to individuals, trusts, charitable organizations and businesses, developing written investment policy statements and conducting ongoing portfolio monitoring and reviews. The firm also offers consulting on areas such as tax, retirement, estate and cash flow planning as part of its advisory services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes diversified, buy‑and‑hold allocations implemented primarily with passive, evidence‑based mutual funds and ETFs, with notable use of Dimensional Fund Advisors products. StoneCreek makes use of model portfolios and sub‑advisory services from Focus Partners Advisor Solutions, may engage third‑party managers for fixed‑income accounts, and will retain individual securities in specific circumstances for tax or personal reasons. Distinctive features include operating as a solo adviser while managing roughly $193 million in discretionary assets and overseeing additional held‑away assets on an assets‑under‑advisement basis, along with a typical $1 million account minimum that indicates a focus on more substantial accounts. The firm outsources trade processing, reporting and back‑office functions to Focus Partners and receives software and educational support from DFA, and it does not accept proxy‑voting authority, leaving voting responsibilities with clients.

To learn more about the advisors currently working at Stonecreek Private Wealth, 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.