A complete list of active advisors currently associated with Willow Creek Wealth Management, Inc.

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

Willow Creek Wealth Management provides asset management, financial planning, 401(k) plan investment advisory, and limited financial consulting to individuals, families, high‑net‑worth clients, pension and profit‑sharing plans, trusts, and charitable organizations. The firm manages just over $2.3 billion for approximately 1,000 client accounts and offers both discretionary portfolio management and written financial plans. The firm’s investment approach is grounded in passive management fundamentals and academic research, with emphasis on asset‑class diversification, tax‑efficient portfolio construction, disciplined rebalancing, and use of low‑cost institutional vehicles under a fiduciary standard. Portfolio managers may select securities within established asset classes at their discretion, but the firm states it will not change a client’s model allocation risk level without prior client approval. Noteworthy aspects include an employee‑owned structure and a long operating history, along with an uncommon affiliation in firm leadership with a licensed real estate broker, which the firm discloses is not used to generate economic benefit from advisory services. Willow Creek also acts as a service provider and sub‑manager for another advisory firm, a role that complements its core wealth management operations.

To learn more about the advisors currently working at Willow Creek Wealth Management, Inc., 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.