Welcome to Creekside Capital
A Financial Wellness Company
The foundation of our entire planning process is understanding your life goals. Our investment process begins by assessing your comfort levels and timeframes. We then craft a portfolio that fits your needs, providing a diversified portfolio that employs strategic and tactical allocations for today’s market.
We’re here to work for you, and our relationship with our clients means the world to us. Because we value your business, we make it a point to be available to you whenever you need us.
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.