A complete list of active advisors currently associated with Willow Creek Financial

Warmer can help you find a great advisor at Willow Creek Financial or one who fits your needs even better.

Willow Creek Financial advises individuals, high-net-worth clients, trusts, retirement plans and business entities, providing asset management through wrapped accounts as well as standalone financial planning and retirement plan consulting. The firm reports approximately $529 million in assets under management across about 238 client relationships and operates with a five-advisor team. The firm delivers individualized portfolio management through its wrap asset management and comprehensive portfolio services, tailoring allocations to client objectives and risk tolerances and performing ongoing reviews and third‑party manager due diligence. In managing separate accounts it may employ strategies that include options, short sales, margin borrowing and exposure to alternative or structured products, and it discloses the attendant market, liquidity and leverage risks to clients. Willow Creek is notable among peers for sponsoring a wrap fee program and for managing wrapped portfolios that may use derivatives and borrowing—practices that are less common for firms of its size and category. The firm also discloses operational practices related to custody and third‑party money movement and states it will reimburse certain holding charges on alternative investments, features that may affect implementation and client account expenses.

To learn more about the advisors currently working at Willow Creek Financial, 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.