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.
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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
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At the link above, 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.
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Guiding You Through Life's Journey
It's What We Do
Asset and Wealth Management
Over $240 million in assets under management
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Family Protection
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Estate Planning
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Education Planning
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Financial Planning
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Investment Management
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Tax Strategies
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Retirement Goals
Who We Are
Creekside is a client-focused, fee only advisory firm dedicated to delivering exceptional service and thoughtful financial guidance. Our mission is to provide clarity and confidence around wealth, giving our clients the peace of mind to live fully and focus on what matters most.
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We are passionate about helping clients define what a meaningful life looks like to them - and then aligning their financial resources to support those goals. Through personalized planning and disciplined strategies, we turn complexity into direction and intention into action.
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At Creekside, relationships come first. We take the time to truly know our clients, crafting tailored plans that reflect the unique needs, values, and aspirations of each individual and family we serve. We believe great financial planning is not one-size-fits-all, but deeply personal.
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Our commitment extends well beyond numbers. We partner with our clients through life's milestones - purchasing first homes, raising and educating children, building and transitioning businesses, giving generously, and enjoying a confident retirement. We are honored to walk alongside our clients at every stage, helping them make informed decisions and build lasting financial well-being.
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About Us
Rachel J. Hacker
President and CEO
Rachel J. Hacker is a Chartered Retirement Planning Counselor and co-owner of Creekside Capital. With more than 20 years of financial services experience, Rachel has an intricate understanding of wealth management and retirement planning. She understands that each client is unique and that each stage of life calls for a different financial strategy. She creates strong trusting relationships with each client, develops a tailored financial plan that is specific to them, and aligns the plan with the clients’ individual goals and values. Rachel’s dedication, sincerity, and precision add promise to her service and grant financial confidence for her clients.
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A native of Michigan, Rachel earned her Bachelor of Business Administration with a Major in Finance from Belmont University in Nashville, Tennessee. Prior to co-founding Creekside Capital in 2000, Rachel worked for Merrill Lynch in Brentwood, Tennessee and Raymond James in Knoxville, Tennessee.
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Rachel is an active member inside and outside of her community. She is a member of the National Association for Women Business Owners and the Treasurer for the Board of Trustees at The Episcopal School of Knoxville. Rachel supports Girls Inc., the Friends of the Knox County Public Library, Knoxville Opera and many other local organizations.
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Rachel is an avid reader and enjoys exploring with her family and her two big yellow dogs. Her favorite places include the Maasai Mara National Reserve in Kenya and the South West Coast Path in England.
Her favorite book is Factfulness, by Hans Rosling.
Going Beyond Our Four Walls
Impacting our community
