Awards
Forbes Best-In-State Wealth Managment Team 2025
Oak Creek Wealth Advisors has been named to Forbes' 2025 Best-In-State Wealth Managment Teams list.
Forbes Best-In-State Wealth Advisors 2024
ANDE CREEKMORE, CFP®, CRPC® NAMED TO FORBES 2024 BEST-IN-STATE WEALTH ADVISORS LIST
Forbes Best-In-State Wealth Managment Team 2024
Oak Creek Wealth Advisors has been named to Forbes' 2024 Best-In-State Wealth Managment Teams list.
Our Team
Throughout our careers, we have adhered to an investment philosophy that emphasizes strategic long-term planning while discouraging both short-term and speculative trading. That philosophy is evidenced by our focus on asset allocation and utilization of technical analysis in managing risk. We welcome the opportunity to meet with you and your family to discuss your financial past and present, and how we can help you make the most of your future.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Tribute to Carroll Allen
Tribute to Carroll Allen
Working With Clients
Our client service philosophy is simple: We seek to provide a stress free and personal experience to each of our clients.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Big Rock Blue Marlin Tournament
Proud to be a sponsor of the annual Big Rock Blue Marlin Tournament
First Annual Night of Celebration and Recognition for the Daniel Center
We are proud to sponsor the first annual gala celebrating the students, staff, parents, and supporters of the Daniel Center. The Daniel Center's mission is to change the life trajectory for as many children as possible and break the cycle of generational poverty through STEM educational enhancement.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 12, 2025
February Newsletter
Resolutions are easy to make but much more challenging to keep. In fact, according to a 2023 poll from Forbes Health, most people give up resolutions after less than four months. If creating or updating your estate plan in the New Year is one of your 2025 resolutions, now is the time to act. Contact me today to ensure you keep that resolution and have the best, most effective plan in place—before you need it.
If making a charitable gift is also on your radar for 2025, you may want to consider a QCD—or Qualified Charitable Distribution. Read the article below to explore a QCD’s benefits, including potentially reducing tax liabilities.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.