Creekside Financial Advisors

Wealth Management and Financial Advisory Servicescreeksidefa.com

Creekside Financial Advisors is an independent, fiduciary RIA in Pepper Pike, Ohio, delivering advisor-led financial planning, investment management, estate, tax, insurance, and philanthropic services to high-net-worth individuals, families, and retirees across 29 U.S. states through the LPL Financial platform.

Company typePrivate
Founded-
HeadquartersOhio, United States
Headcount11–50
GTM typeB2C
OfferingServices

What Creekside Financial Advisors does

Creekside Financial Advisors is an independent, privately held Registered Investment Advisor headquartered in Pepper Pike, Ohio, serving high-net-worth individuals, families, pre-retirees/retirees, and multi-generational households across 29 U.S. states. The firm delivers a fiduciary-standard, advisor-led wealth management practice that spans comprehensive financial planning, investment strategy, estate planning, tax planning, insurance and risk management, workplace benefits review, and philanthropic planning. Securities and advisory operations are transacted through LPL Financial, the largest U.S. independent broker-dealer, which provides the technology (LPL Account View), research (LPL Research), compliance, and custodial infrastructure the firm relies on; client-side planning is delivered via an eMoney portal, with secure document workflows supported by Adobe Sign and Zix Encrypted Email.

The business operates on three revenue streams: AUM-based and flat-fee advisory fees, securities commissions routed through LPL Financial, and tax preparation services billed through a wholly-owned subsidiary, Creekside Tax, LLC, led by Ryan Levine, CPA. Customer acquisition is relationship- and referral-driven, augmented by a content-heavy resource center, community events, and the team's board positions across Cleveland-area nonprofits — channels that double as brand building in the firm's regional HNW market. The firm was founded by Nan Cohen in 2011 on a practice dating to 1994; Aaron Kamat completed a multi-year succession plan signed in 2019 and became equal partner and President in 2024, and the firm expanded significantly in 2025 by adding three experienced financial advisors (Craig George, Julie Stein, Carrie Wells) plus support staff. The team totals approximately 11–14 named professionals across advisory, tax, and client-service functions.

Creekside Financial Advisors firmographics

Firmographics

Name: Creekside Financial Advisors
Legal name: Creekside Financial Advisors
Website: https://www.creeksidefa.com
Company type: Private
Operating status: Operating
Headcount range: 11–50 employees
Short description: Creekside Financial Advisors is an independent, fiduciary RIA in Pepper Pike, Ohio, delivering advisor-led financial planning, investment management, estate, tax, insurance, and philanthropic services to high-net-worth individuals, families, and retirees across 29 U.S. states through the LPL Financial platform.
Ownership category
akta.pro rank

Creekside Financial Advisors industry classification

Industry

Product category: Wealth Management and Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Comprehensive Financial Planning (FSAEAAAA)
akta.pro secondary industry: Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

Financial planning services
Wealth management advisory
Investment management
Estate planning services
Retirement planning

Where Creekside Financial Advisors is headquartered

Location

Headquarters

HQ city: Ohio
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Creekside Financial Advisors business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Financial Advisory Services: Fee-based financial advisory services, likely AUM (Assets Under Management) based, providing comprehensive financial planning, investment management, estate planning, and insurance advisory services through licensed advisors operating under LPL Financial broker-dealer.
Tax Preparation Services: Tax preparation and planning services offered through Creekside Tax, LLC, led by Ryan Levine, CPA. Includes individual income tax preparation, tax projections, and IRS notice assistance.
Securities Commissions: Securities business transacted through LPL Financial, a registered broker-dealer, generating commission revenue on investment products.

Pricing tiers

Model	Billing	Price
Other	Annual	Comprehensive financial planning and advisory services

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Creekside Financial Advisors product offering

Product offering

Core offering

Creekside Financial Advisors is an independent Registered Investment Advisor firm that delivers fee-based, comprehensive financial planning and investment advisory services to individuals and families. Services span investment strategy, retirement planning, estate planning, tax planning, insurance and risk management, workplace benefits review, and philanthropic planning, with securities transactions executed through the LPL Financial broker-dealer platform. The firm also operates Creekside Tax, LLC, a wholly-owned subsidiary providing tax preparation and planning services.

Product overview

Creekside Financial Advisors operates as a comprehensive financial advisory firm offering an integrated suite of services. The core offering centers on Comprehensive Financial Planning and Investment Strategy, supported by specialized modules for Estate Planning, Tax Planning, Insurance & Risk Management, Workplace Benefits Review, and Philanthropic Planning. The firm also operates a separate sub-brand called Creekside Tax, which provides tax preparation services including individual income tax preparation, tax projections, and IRS notice assistance. All services are delivered through a fiduciary standard approach, with the firm operating as a Registered Investment Advisor through LPL Financial.

Differentiator

Problem solved

Functional benefit

Products and services

Comprehensive Financial Planning
Investment Strategy
Estate Planning
Tax Planning
Insurance & Risk Management

Quantifiable outcome

Member of LPL Summit Club recognizing top 225 of 32,000+ LPL-affiliated advisors

Companies that use Creekside Financial Advisors

Customer profile

Segments3 records

Ideal customer profiles3 records

Creekside Financial Advisors technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration4 records

Creekside Financial Advisors partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

LPL FinancialcoreTechnology or IntegrationLPL Financial (Nasdaq: LPLA) is the nation's largest independent broker-dealer and a leading RIA support platform. Creekside operates securities and advisory business through LPL, which provides technology, compliance, and operational infrastructure. LPL supports nearly 29,000 financial advisors and approximately 1,100 institution-based investment programs.

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Creekside Financial Advisors competitors and assessment

Company assessment

Direct peers

Foster & Motley: Cleveland-area fee-only RIA offering comprehensive financial planning, investment management, and estate planning to HNW families. Comparable size, regional footprint, fiduciary model, and multi-generational client orientation.
Ronald Blue Trust: Christian-affiliated RIA offering comprehensive financial planning, investment management, and tax services to HNW individuals and families. Comparable planning-led model with integrated tax capabilities.
Moneta Group: Independent RIA providing comprehensive wealth management, tax, and financial planning to HNW families. Comparable integrated planning, tax, and multi-generational service offering; operates at larger scale.
Meeder Investment Management: Ohio-based independent advisory and investment management firm serving individuals, families, and institutions. Comparable regional scale, planning-led service model, and advisor-led delivery.
Sequoia Financial Group: Ohio-based independent RIA providing comprehensive wealth management, financial planning, and tax-adjacent services to high-net-worth individuals. Closely comparable in geography, service scope, and target client segment.

Emerging players

Hightower Advisors: Chicago-based RIA platform supporting independent advisor teams with comprehensive planning, investment, and tax-adjacent services. Comparable multi-advisor team structure and HNW focus, though at materially larger scale.
Carson Group: Independent advisor support platform providing technology, practice management, and back-office services to advisor teams. Comparable advisor-led wealth management model targeting HNW clients.
Mariner Wealth Advisors: Independent RIA platform providing comprehensive financial planning, investment management, tax, and estate services to HNW clients. Comparable service breadth; significantly larger scale.

Broad incumbents

Cetera Financial Group: Independent broker-dealer and RIA support platform providing technology, compliance, and custody to affiliated advisors. Directly comparable affiliation structure; materially larger scale.
Commonwealth Financial Network: Large independent broker-dealer and RIA support platform serving thousands of advisors nationwide. Comparable advisor affiliation model and planning-led service mix; broader in scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Creekside Financial Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Creekside Financial Advisors leadership team

Management profile

Number of profiles

Profiles6 records

Creekside Financial Advisors subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Creekside Financial Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Creekside Financial Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Creekside Financial Advisors

What does Creekside Financial Advisors do?

Is Creekside Financial Advisors a public or private company?

Creekside Financial Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Creekside Financial Advisors founded?

Creekside Financial Advisors was founded in -1. It employs 11 to 50 people.

Where is Creekside Financial Advisors based?

Creekside Financial Advisors is headquartered in Ohio, United States, in the North America region.

How does Creekside Financial Advisors make money?

Three revenue lines are on record. Financial Advisory Services are the primary driver. The others are tax Preparation Services and securities Commissions.

Who are Creekside Financial Advisors's main competitors?

Direct peers on record are Foster & Motley, Ronald Blue Trust, Moneta Group, Meeder Investment Management and Sequoia Financial Group. Emerging players are Hightower Advisors, Carson Group and Mariner Wealth Advisors. Broad incumbents are Cetera Financial Group and Commonwealth Financial Network.

Does Creekside Financial Advisors have an API?

No public API is recorded for Creekside Financial Advisors.

What industry is Creekside Financial Advisors in?

Creekside Financial Advisors's product category is Wealth Management and Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.