Willow Creek Wealth Management supports Santa Rosa Symphony’s crucial “It’s Elementary” program

(Santa Rosa, Calif.) — Santa Rosa Symphony has received generous support from Willow Creek Wealth Management for the Symphony’s “It’s Elementary” program, which provides vital access to free music education to Sonoma County elementary schools, some of which have been federally-designated as underserved. In addition, the Sebastopol-based financial planning and investment firm and long-time supporter […]

Timothy Admire named partner at Willow Creek Wealth Management

Timothy Admire, Operations Manager at Willow Creek Wealth Management, has become a partner in the firm. Admire joined Willow Creek in 2014 and has 12 years of experience in investment and portfolio management, trading, trust management, regulatory compliance, and technology/systems operations. Admire has a bachelor’s degree in economics with a minor in managerial economics from […]

Fire Damage Property Tax Relief for 2017-18

Santa Rosa, CA – October 12, 2017 at 11:20 PM – The County of Sonoma announced today that William Rousseau, Clerk-Recorder-Assessor, and Erick Roeser, Auditor-Controller-Treasurer-Tax Collector, are working together on identifying and adjusting property values and tax bills on properties damaged by the recent fires in Sonoma County. Mr. Rousseau said, “Once the fires are […]

Willow Creek Named to Top 300 Investment Firms Nationwide

Willow Creek Wealth Management, Sebastopol, has been named one of the Top 300 Registered Independent Advisory firms in the United States for a third year in a row, by the Financial Times, a leading international financial news publication for over 100 years. “We are honored by this international recognition and proud to be included for […]

Willow Creek Featured by TD Ameritrade Solutions

Willow Creek Wealth Management was featured by TD Ameritrade Solutions magazine for our best practices in operational efficiency.   COO, Kelly Noonan and CEO, Bruce Dzieza were interviewed to gain insight into how the firm has accelerated growth while maintaining a commitment to serving clients.   The interview resulted in the “Top 10  Lessons on Change from […]

Willow Creek named Top 300 Registered Investment Advisors

We are proud to announce that Willow Creek Wealth Management has been named one of the Top 300 Registered Investment Advisers in the U.S. for the second year in a row by Financial Times, a leading financial news publication for over 100 years. The Financial Times methodology examines the database of RIAs that are registered […]

DFA’s Disciplined Approach Earns It a Top Mark

The firm puts theory into practice with a focus on investors. Morningstar recently issued a new Stewardship Grade for DFA. The firm’s overall grade–which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history–is an A. What follows is Morningstar’s analysis of the firm’s corporate culture, for which DFA receives an A. […]