Awards
Forbes Best-In-State Wealth Advisors 2025
Ande Creekmore has been named to Forbes' 2025 Best-In-State Wealth Advisors list.
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
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.
... Read more.
Read less.
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: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.