Welcome to Creekside Capital
A Financial Wellness Company
COVID-19 Notification
July 13, 2021
Please accept our heartfelt gratitude for your flexibility over the last 16 months. With more and more people being vaccinated against the virus, we are happy to welcome our clients and all other walk-ins to our office here at Creekside Capital. If you prefer, we are still happy to meet via teleconference or videoconference, and continue to offer our clients the option of remaining in their own car while they deposit checks, pick up/drop off/sign documents. We also continue to disinfect all surfaces between clients. We ask that you notify us and reschedule any appointments if you are experiencing any flu-like symptoms, shortness of breath, cough, traveled outside the Knoxville area over the last two weeks, or have been exposed to a person suspected of having the COVID-19 virus.
Please reach out to us if you have any questions or concerns you would like to discuss. Thank you for the trust you have placed in us to help you navigate this unprecedented time.
Sincerely,
Martin McBrearty Rachel Hacker
President, COO President, CEO
At the link below, please find our firm’s Form CRS (Client Relationship Summary), also known as Form ADV Part
3. Form CRS summarizes the types of services we offer to retail investors along with our fees, costs, and
conflicts associated with those services. It also provides information on our firm’s standard of conduct as
a fiduciary, whether our firm or associated persons have disciplinary history, and how to get more
information about our firm.

Guiding You Through Life's Journey
It's What We Do

Asset and Wealth Management
Over $200 million in assets under management

Family Protection
Estate Planning
Education Planning

Financial Planning
Investment Advice
Tax Strategies
Retirement Goals

Philanthropic Planning
Succession Planning
Insurance Needs Advice
Who We Are
Creekside is a client-focused, fee only advisory firm committed to superior client service.
Our mission is to provide financial peace of mind to our clients that will allow them to live their lives fully and enjoy the wealth they have accumulated.
Our passion is simple: to help our clients discover their life goals, identify how best to employ their wealth to achieve those goals, and implement strategies for success.
We believe in knowing our clients personally and developing plans tailored to suit the needs of the individuals and families we serve.
We strive to build long lasting relationships with our clients and to walk with them on their journey as they achieve personal milestones such as buying first homes, educating their children, growing their businesses, giving to charity, and enjoying their retirement years.

About Us
