Awards
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.
Forbes Best-In-State Wealth Managment Team 2023
Oak Creek Wealth Advisors has been named to Forbes' 2023 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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 11, 2024
November Newsletter
The season of giving is upon us, and you may be thinking about giving to the causes you value most. Consider supporting your favorite charities—and maximize tax benefits—by using a donor-advised fund (DAF) through the Janney Charitable Giving Fund. I would love to discuss this opportunity with you, so please reach out. You can read more about DAF benefits below.
Now is also a good time to prepare for the upcoming tax season by taking advantage of a few essential year-end strategies. Let’s schedule a call soon to evaluate your current tax situation.
October 29, 2024
September Newsletter
September is a great time to take stock and plan. It's also Life Insurance Awareness Month—so consider how life insurance fits into your financial plan by reading the article highlighted below.
October 29, 2024
October Newsletter
Happy Fall!
Around the time of a major election, financial markets are famously erratic and unpredictable. Don’t let the turbulence set you off course. Below, check out a new article by Martin Schamis, Janney’s Head of Wealth Planning, for strategies to help navigate this market volatility.
October is National Estate Planning Awareness Month—a great time to get your estate in order. Contact me today so we can accomplish this important task together. Plus, don’t miss our Investment Strategy Group’s ongoing analysis and commentary on the race for the U.S. Presidency.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.