Creekmur Asset Management, LLC

Creekmur Asset Management serves individual and high‑net‑worth clients with discretionary portfolio management and comprehensive financial planning. The firm offers tiered planning services — one‑time comprehensive plans, a subscription-based "Foundational" program aimed at younger accumulation clients, and modular or hourly engagements — and also operates a wrap‑fee program and participant account management for held‑away retirement plan accounts.

Its investment process combines quantitative portfolio construction and optimization with third‑party research, the use of Nitrogen (formerly Riskalyze) for risk profiling, and access to independent managers and signal providers. Portfolios may include institutional mutual fund share classes, ETFs and individual fixed‑income and equity securities, and, where suitable, interval funds, structured notes, and ETF‑based exposure to digital asset markets.

Noteworthy distinctions include an ownership interest in an ETF issuer whose ETFs the firm may recommend and hold in client accounts, and a client segmentation approach that uses Altruist custody and digital onboarding for its subscription planning offering. The firm discloses multiple non‑advisory revenue relationships — including insurance commissions, IMO arrangements, platform fees and referral fees — and states it manages those conflicts through disclosure and compliance oversight.