Willow Creek Wealth Management, Sebastopol, has been named one of the Top 300 Registered Independent Advisory firms in the United States for a third year in a row, by the Financial Times, a leading international financial news publication for over 100 years.
“We are honored by this international recognition and proud to be included for the third year in a row with other best in the business organizations,” says Bruce Dzieza, founder of Willow Creek Wealth Management.
More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firms’ advisors; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
A fee only, independent advisory firm serving over 500 families, Willow Creek celebrates their 32nd business anniversary this year. The firm provides a range of financial services including investment management, retirement planning, tax and financial planning as well as strategic charitable giving.