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.
Up Next: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
March 10, 2025
March Newsletter
April 15th is just around the corner, and if you have any last-minute questions about filing your tax returns, I would be happy to help. Keep in mind that right after filing your 2024 return, you should start planning your tax strategy for 2025 while rules and limits for certain types of income and expenses are still fresh in your mind. Again, let me know if I can offer any tips.
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.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.