Creekmur Wealth Advisors

Creekmur Wealth Advisors is a financial planner in Morton, IL. The firm focuses on financial planning and investment management, and its advisors work with clients to define financial goals, develop a plan to meet them, and stay on track toward accomplishing them. The Morton office is staffed by a team of advisors, including John Creekmur, MBA, CFP, who serves as President, Founder and Chief Investment Officer; Andy Anderson, CFP, Wealth Advisor and Vice President of Advisory Services for Central Illinois; Connor Creekmur, MBA; Andrew Pisel, CES; Neal Woollard, CEPA; Dennis Fulkerson, CFP; Ed Whitaker, CLU, CHFC, LUTCF; and Adam Personett, CFP, MBA. Stacy Creekmur serves as Chief Operations Officer. The firm describes itself as an independent wealth management firm based in Morton, with additional offices in Illinois, Colorado, Ohio, Virginia and Texas. It holds a rating of 5.00.

The firm's stated approach is that financial success is a structure built together, brick by brick and goal by goal, and that clients are helped toward wise financial and life choices through encouragement, education and empowerment. Creekmur Wealth Advisors offers a 30-minute introductory phone call during which it gathers an overview of a client's current financial situation, learns about their goals, and begins forming a strategy. The team also works on retirement planning, crafting strategies intended to help clients navigate retirement planning.

The office is at 805 W Jackson St, Suite 301, on West Jackson Street, about 0.1 miles from the Morton Bike Trail Rest Area and roughly 0.2 miles from Detroit Avenue and OSF Urgo. The Morton Post Office is about 0.3 miles away, and Prairie Creek about 0.4 miles.

Creekmur Wealth Advisors holds a 5.00 rating from the customers who have reviewed it, reflecting a positive reputation among those clients. For people in Morton seeking financial planning and investment management, the firm pairs a local office and advisory team with a planning process built around each client's goals.