Willow Creek Named to Top 300 Investment Firms Nationwide

Jun 16, 2016 Willow Creek Wealth Management Posted in In the News

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 -usiness organizations,” said 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.