General Info:
Stonecreek Wealth Advisors is an independent, fee-only, Registered Investment Advisor firm providing 401k consulting for small businesses and investment advisory services for professional athletes and select individuals.Our mission is simple: To create successful retirement experiences. Thats why we created The Stonecreek Retirement Plan Solution. Its a comprehensive, evolutionary six-step process thats built around three principles: Simplicity, Focus, and Balance.Simplicity- We do the work for you.
Focus- Results, we manage the provider.
Balance- Minimizing costs, creating exceptional value.Stonecreek is a fiduciary. The SEC describes a fiduciary like this. A fiduciary has an affirmative obligation to put clients interests above his or her own. As a result, a fiduciary acts in the best interests of the client, even if it means putting a clients interest above his own. A fiduciary standard is an affirmative obligation of loyalty and care that continues through the life of the relationship between the adviser and the client, and it controls all aspects of their relationship. The clients best interest comes first and it is the only interest that matters.Not all financial professionals are bound by fiduciary duty. For example, broker-dealers typically are not. Broker-dealers instead must meet a lower standard suitability. The suitability standard allows brokers to pursue their own interests without disclosing those interests. Compared to fiduciary duty, suitability is a lower bar. Because not all financial professionals are bound by fiduciary duty you need an independent fee-only Registered investment advisor firm.As an independent, fee-only, Registered Investment Advisor firm we earn no commissions. We derive income from annual management fees. The management fees are usually a percentage of the assets a client has invested. With this compensation arrangement, you know that we are available to help you address a myriad of issues in your financial life, not simply those that could lead to a commission.