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.
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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: 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 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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 26, 2025
Bring Stability and Possibility to Your Life
You have financial goals. Do you have a plan to get there?
A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.