"At Willow Creek, our goal is to empower our clients and our team to live their dreams and create positive impact in the world around us. This is our purpose as an organization."

- Timothy M. Admire, President & CEO


We have provided independent wealth management services for individuals, families, and businesses for over 40 years. Our proven approach and collaborative team are here to help guide you along your financial journey. We proudly serve clients in Sonoma County, the San Francisco Bay Area, and across the country with services including financial planning, investment management, charitable giving, and more. Our advisors are passionate about each client's financial success and are committed to creating a path from where you are to where you want to go.


Our story begins with our visionary founder, Bruce Dzieza, who ignited a fiduciary journey of innovation and trust that evolved into what Willow Creek is today. Transitioning from real estate to comprehensive wealth management, Bruce's resolve to empower his clients led him to pursue a CERTIFIED FINANCIAL PLANNER™ certification in 1982, marking the genesis of Willow Creek in 1984.

The pivotal moment arrived in 1991 during a transformative encounter with Dimensional Funds in Santa Monica, where Bruce recognized the groundbreaking potential of their Nobel Prize-winning research. Inspired by Eugene Fama's critique of traditional advising and David Booth's scientific investment approach, Willow Creek's ethos emerged.

Since then, a cadre of exceptional advisors and financial professionals have joined our ranks to form a foundation of leadership and employee ownership allowing us to continue serving our community well into the future. Rooted in unwavering dedication to our clients and championing community engagement and philanthropy, Willow Creek's legacy endures as a beacon of personalized care and commitment.


To provide creative and long-term financial solutions for our clients, helping them to achieve their most important life goals.


To be the premier independent firm in the North Bay, having a community of clients that are so enthusiastic that they are frequently singing our praises.


Put Our Clients’ Interests First

Care for Our Employees

Act with Integrity

Work as a Team

Respect Everyone

Let's Talk

We can guide you through your financial journey.
Schedule a complimentary conversation today.