Creekmur Asset Management, LLC

About Creekmur Asset Management, LLC

<p>From its Midwest roots in Morton, Illinois, Creekmur Asset Management, LLC (also known as Creekmur Wealth Advisors) runs a multi-state practice with offices across central Illinois, Colorado’s mountain and Denver-area communities, the Toledo, Ohio area, and the Roanoke Valley in Virginia. The firm reports $0.6B in AUM as of 2026.</p> <p>Creekmur’s advisors and Certified Financial Planners build client-facing “CWA Blueprints” that organize goals, investment decisions, and planning priorities into a clear written plan. The firm combines wealth planning with investment management and planning work that ties together taxes, cash flow, and long-term objectives.</p> <p>For retirement plan sponsors seeking fiduciary support, Creekmur provides 3(21) investment advisor services as part of its work with <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>. It also supports individuals and families with retirement savings and income planning, insurance and risk management, and estate-related planning.</p> <p>A key differentiator is its structured “Blueprint” process paired with a team that also handles advanced planning for accredited investors, including private equity, real estate, venture capital, donor advised funds, and structured notes.</p> <ul> <li>3(21) fiduciary investment advisor services for retirement plans</li> <li>Goals-based wealth planning through CWA Blueprints</li> <li>Investment planning and ongoing portfolio management</li> <li>Tax, insurance, and estate planning coordination</li> <li>Accredited investor strategies (private equity, real estate, venture, DAFs, structured notes)</li> </ul>

Website: https://creekmurwealth.com/wealth-solutions/