CORE VALUES

At Clear Creek Advisors, our sole focus is YOU.

Fiduciary

We serve as a fiduciary for our valued clients. Although our recommendations need to be suitable for your situation, we are held to a higher standard and must act in your best interest.

Commitment

We diligently serve as your comprehensive financial planner with clearly defined responsibilities.

Organization

We will help bring order and simplification to your financial life.

Objectivity

We bring an independent perspective to help avoid emotionally driven financial decisions.

Partnership

We work collectively with you, not just for you.

Transparency

We always provide clarity regarding our costs and are typically not compensated by commissions but instead charge a fee for our services. We strive to remove any conflicts of interest and provide the best advice possible, regardless of compensation.

Independence

We are not owned by any other entity and seek to implement the best possible solutions for our clients.

Accountability

We will help you follow through on your financial plan, decisions, and commitments.

Proactivity

We help you anticipate and prepare for the evolution of your financial plan, including unanticipated transitions.

Education

We are responsible for finding the strategies and insight you need to help your financial plan succeed.

OUR TEAM

Meet your team of professionals

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