Creekmur Wealth Advisors Employee Directory
Financial ServicesIllinois, United States11-50 Employees
Creekmur Wealth Advisors is a financial services firm based in Morton, Illinois, that provides integrated financial planning alongside investment advisory services. The firm aims to reduce the barriers associated with traditional planning by offering guidance at multiple life stages and consolidating client needs under a single relationship. Its approach emphasizes understanding what clients value beyond money and aligning finances with personal goals and aspirations. Investment advisory work is conducted through Creekmur Asset Management, LLC, a registered investment adviser, situating the firm within a smaller, client-focused segment of the industry. In May 2025, USA Today recognized Creekmur Wealth Advisors as a top financial advisory firm. Through its asset management affiliate, the firm has engaged in ETF investments, including acquiring a stake in the iShares Russell 1000 Growth ETF in late 2024, approximately $33,000.