Fiduciary | Willow Creek Wealth Management

Willow Creek named to CNBC’s FA 100 2021 List

October 13, 2021 Willow Creek Wealth Management

We are thrilled to announce that Willow Creek Wealth Management has been named to CNBC’s third annual FA 100 list! The FA 100 celebrates top Registered Investment Advisors that offer the most comprehensive financial planning services, and we are proud to be ranked among these standout firms. “After close to 40 years in business, we continue to focus our attention on the client experience,” said Timothy Admire, President […]

Market Commentary: Spring 2017 – Financial Counsel’s Value

April 12, 2017 Willow Creek Wealth Management

MAXIMIZE THE VALUE OF YOUR DECISIONS Many people struggle with understanding their finances, in part because, as they accumulate wealth, their financial situations become more complex. Adding to the issue, research has shown that it is common for investors to view financial advisors only as investment managers, whose sole job is to manage money on […]

Broker vs. Fiduciary: Who’s Minding Your Finances?

February 3, 2017 Dave Homan

Does your financial adviser have your best interests at heart? How can you be sure? Is your adviser a fiduciary or not? If you’re not sure, it may be a good time to find out. The fiduciary standard of care was laid out in the Investment Adviser Act of 1940. This standard requires registered investment […]

Market Commentary: Summer 2016 – Reasons to be Cheerful

July 15, 2016 Willow Creek Wealth Management

10 REASONS TO BE CHEERFUL Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look beyond what the media calls news, and there also are a lot of things going right. It’s true the world faces […]

Willow Creek Named to Top 300 Investment Firms Nationwide

June 16, 2016 Willow Creek Wealth Management

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 […]

Tag: Fiduciary

Willow Creek named to CNBC’s FA 100 2021 List

Market Commentary: Spring 2017 – Financial Counsel’s Value

Broker vs. Fiduciary: Who’s Minding Your Finances?

Market Commentary: Summer 2016 – Reasons to be Cheerful

Willow Creek Named to Top 300 Investment Firms Nationwide

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