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Core Beliefs

Our Beliefs

Clients come first

Nothing is more important to us than our clients. We provide on-going, timely advice to help them achieve their financial goals.

Planning must be comprehensive

Investments are just one component of your financial plan. At Tide Creek, we go beyond traditional financial planning to offer you personalized advice, data-driven decision making, and behavior management to lead you to a better financial outcome.

Advice must be objective

What works for you may not work for someone else. We will always provide an unbiased analysis and recommend the most valuable product or strategy for your specific circumstances.

Financial Planning is a life-long process

Financial planning should be dynamic and flexible to accommodate life changes. This is why focus on the journey of our clients and what it takes to achieve their financial goals over their lifetime. We maintain open and frequent communication, anticipate opportunities and threats before they occur, and help you make the right decisions in real-time.

Our Values


Our #1 goal is to help you feel completely confident about your financial decisions. We want you to know that every decision you make is going to aimed at helping you achieve your end goals.


You should know where your money is, the why behind each decision, and the impact on your end goals. This is why we prioritize financial transparency with our clients.


Honesty is ingrained in our DNA. We put our clients ahead of us 100% of the time.


Our clients trust us to handle their finances and strive to provide advice that will prepare them for their financial future.

Ready to feel confident about your finances?

Thank you!