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.
Going Beyond Our Four Walls
Impacting our community
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.
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.
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.
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.
