A complete list of active advisors currently associated with Timber Creek Capital Management, LLC

Warmer can help you find a great advisor at Timber Creek Capital Management, LLC or one who fits your needs even better.

Timber Creek Capital Management provides discretionary investment management and related financial and estate planning to individuals, trusts, retirement plans, charitable organizations and business entities. The firm generally requires a minimum portfolio size of $2 million and manages a relatively small client roster, indicating a primary focus on high‑net‑worth and institutional relationships rather than mass‑market retail accounts. The firm follows a long‑term, fundamentals‑based investment approach that blends growth and value equity selection with an asset‑allocation discipline tied to indicators of long‑term market valuations; portfolios are actively rebalanced to adjust stock and bond exposure as valuations change. Timber Creek emphasizes diversification across asset classes, geography, sectors and individual securities, selects laddered fixed‑income instruments, and selectively incorporates alternative and hard‑asset investments while attending to tax implications and coordinated planning with clients’ other advisers. Distinctive operational features include a compact, owner‑managed advisory team overseeing over $600 million in discretionary assets for about 46 client relationships, which supports concentrated, customized portfolios and hands‑on oversight. The firm discloses that principals invest alongside clients, uses multiple bond dealers for execution, receives custodial software and support, maintains a formal proxy‑voting committee, and does not engage in referral‑fee arrangements — practices and governance details that may differ from larger, more transactional peers.

To learn more about the advisors currently working at Timber Creek Capital Management, 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.