Why Choose Us: Your Trusted Financial Partner
At Clear Creek Advisors, we specialize in helping individuals and families, particularly those between the ages of 55 and 75, gain clarity, confidence, and control over their financial future. Our clients choose us not just for what we do, but for how we do it.
Our approach is anchored in three core pillars that define everything we stand for: independence, evidence-based investing, and a comprehensive planning process.
True Independence:
We believe true independence means being free from the influence of proprietary products or one-size-fits-all solutions. It allows us to remain objective, eliminate bias, and make recommendations based solely on what's best for you. Independence also means we challenge conventional thinking, seek out the best answers not just the easy ones, and strive to lead rather than follow.
Evidence-Based Philosophy:
Our investment philosophy is rooted in data, research, and long-term discipline not market predictions or gut feelings. We stay the course in both calm and volatile markets, maintaining conviction that is grounded in proven strategies. We take pride in working with informed clients who value transparency, logic, and lasting results.
Comprehensive, Client-Centered Process:
We take a 360-degree view of your financial life, seeking opportunities in every area that could impact your investment success. Our process is designed to align your resources with your goals through efficient, strategic planning. As fiduciaries, we're committed to putting your best interests first always.
At Clear Creek Advisors, we don't just manage money. We build partnerships, instill confidence, and deliver peace of mind. Let us help you navigate life's financial complexities with purpose and clarity.
See Disclosures
Firm Start Year
2017
No. of Employees
10-19
CRD#
7096826
Firm CRD#
288335
Name of Custodial Firm
Charles Schwab
Firm's Number of Clients
719
Firm's Number of Managed Clients
719
Assets Managed by Firm
$557 Million
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1892872/financialadvisor-Clear-Creek-Advisors-detailed-disclosure.html
Investment advisory and financial planning services offered through Clear Creek Advisors, LLC, a Registered Investment Advisor. Subadvisory and co-advisory services are provided by Advisory Alpha, LLC, a Registered Investment Advisor.