Who We Are
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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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
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.
North Carolina Coastal Federation
The North Carolina Coastal Federation is a member-supported 501(c)3 that focuses on protecting and restoring the North Carolina coast.
YMCA of the Triangle
The Y is our region’s leading nonprofit committed to strengthening community by connecting all people to their potential, purpose and each other.
North Carolina Maritime Museum
The North Carolina Maritime Museum in Beaufort reflects coastal life and interprets lighthouses and lifesaving stations, the seafood industry, motorboats, and more.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
