A Proven Approach
with Individual Insights

Financial Solutions
for Your Future

Backed by Nobel Prize winning research and a collaborative team, our advisors can help guide you to the financial future you want. With a tailored financial plan and process designed and devoted to you, we’re committed to delivering the financial solutions you need to get where you want to go.

Our Services

We get to know what’s meaningful to you to provide a full range of smarter more personal financial solutions. And as a fiduciary, we’re free to follow the best path for you.

Learn More

Our Team

For over 35 years we’ve been helping our community and beyond. With experience serving more than 500 families, our caring, creative team can help you discover effective, inspired solutions.

Learn More

News and Insights

Get the news and insights to make better, more informed decisions. With financial white papers, quarterly commentary, monthly articles, appearances in industry leading publications, and more.

Learn More

Your Proven, Confident Partner

Enjoy a Supportive Partnership
and Smarter Financial Solutions.

Thanks to our Willow Creek Clients

A few weeks ago, during the worst of the Coronavirus stock market downturn, we held an all-hands (Zoom, of course) meeting with the staff at Willow Creek. We wanted to share experiences amongst ourselves and offer support to each other. Each of the advisors had spent the days prior to the meeting reaching out to anxious clients to discuss their portfolios and to see how they were feeling. It was a stressful time on many levels.

As we traded stories, one thing became clear from the calls and Zoom meetings we had been having with clients. More often than not, the first thing we heard from our clients was concern for us advisors! They asked if we were OK and how we were holding up. Every advisor had a similar story to tell, and it heartened us all greatly. What came across was a genuine sense that we are all really in this together and that we are here to support each other. It wasn’t all about stock markets and returns.

Visit our blog for more Willow Creek insight and perspective.