Creekmur Asset Management, LLC

Creekmur Asset Management provides investment management and financial planning services to individuals and high-net-worth families. The registered investment advisor builds tailored portfolios based on clients' individual goals, risk tolerance, and time horizon, utilizing a wrap fee program through custodians like Fidelity, Charles Schwab, and Altruist. In addition to managing investments, Creekmur Asset Management offers comprehensive financial planning, ranging from one-time plans to ongoing subscription-based coaching, along with affiliated tax preparation services through Impact Tax LLC. The firm specializes in retirement planning, tax strategies, and estate planning, working closely with clients to align their investments with their long-term financial objectives.