Creekside Partners

Creekside Partners serves individuals, families, related trusts and a limited number of nonprofit entities and company retirement plans, providing financial planning, discretionary investment management and general financial advisory services. The firm’s March 2026 brochure reports $553,388,044 in assets under management (all managed on a discretionary basis) and notes that planning and portfolio advice are typically bundled in client engagements.

The firm describes a primarily value-driven investment approach with secondary emphasis on economic cycle analysis, favoring low-turnover, tax-efficient strategies and a strong bias toward low-cost index mutual funds and ETFs, while using individual municipal bonds where appropriate. Portfolios are constructed around client-specific roadmaps and asset allocations, with ongoing monitoring and periodic adjustments tied to client circumstances and market conditions.

What is distinctive is the concentration of substantial discretionary assets across a relatively small advisory team, resulting in an unusually high AUM per advisor compared with peers; the brochure highlights this scale alongside the firm’s fee-only, fiduciary status. The firm also discloses practices that are less common among similar teams — including use of borrowing in client accounts and participation in educational conferences and workshops through its custodial relationships — and it describes custody and custodian-provided services that can create potential conflicts of interest.