Your Vision. Your Future. Your Plan.

Willow Creek is proud to celebrate four decades of dedication to our clients, our community, and our employees. We look forward to remaining your independent and trusted partner for many years to come.

Your big dreams deserve the right plan.

We understand how overwhelming your investments can be, and we know that choosing an advisor is a huge decision. We have a proven approach and a collaborative team to help guide you along your financial journey. With a tailored plan and process designed and devoted to you, we’re committed to creating a path from where you are to where you want to go. We proudly serve clients in Sonoma County, the San Francisco Bay Area, and across the country.

Our Team

For over 40 years we’ve been helping our community and beyond. With experience serving more than 700 families, our caring, creative team can help you discover effective, inspired solutions.

News and Insights

Access a wealth of valuable resources to stay informed and make smarter financial decisions with our articles, videos, quarterly market commentary, white papers, and more.


We believe a strong community requires support by businesses and individuals alike in order to build a foundation for shared success, happiness, and well-being.

Your Independent, Employee-Owned, and Trusted Partner for Over 40 Years

Your Investments Can Make a Positive Impact

Enjoy a Supportive Partnership and Smarter Financial Solutions