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 […]

What’s a Fiduciary?

We act in a fiduciary capacity at all times in the pursuit of your financial success. We take this responsibility very seriously.  According to the Security and Exchange Commission a financial advisor has the following responsibilities to their client: Duty of Care (prudence and reasonableness) when acting on behalf of the client Duty of Loyalty […]