We actively seek to understand the needs and desires of our clients, while helping them formulate focused and actionable objectives to help them be successful.
DYNAMIC PROCESS.
IMPACTFUL RESULTS.
Dynamic Process
We engage in a logical and adaptive process to provide our clients with the best opportunities to successfully achieve their objectives. We will leverage our experience and knowledge to set our clients on a path of success.
Passionate Discipline
Accomplishing goals takes time and perseverance. We are dedicated to helping our clients meet their goals and will provide ongoing guidance, support, and most importantly, discipline throughout the journey.
Impactful Results
The results that our clients receive are those of a well thought out, actionable plan that was allowed the time and due attention to achieve. No one knows what the future holds, but we expect that being prepared, focused, and resolute affords our clients the best chance to thrive.
As a fiduciary, we will always remember that at the core of every investment decision we make is a client who has entrusted us with the management of their assets in pursuit of their dreams. Our actions will always be in the best interest of our clients, as their success is also our success.
Our Mission:
Canyon Creek Investment Advisors is your partner for achieving financial independence through tailored planning and sound investment management.
Simplicity over Complexity
Don't let market timing, inconsistent strategies, and impulsive trading sabotage your long-term financial goals. Research shows these common pitfalls can significantly impact individual investor performance. At Canyon Creek Investment Advisors, we help you navigate these challenges. Our approach focuses on developing a clear, personalized investment plan based on your unique goals and risk tolerance. We utilize an adaptive process, monitoring and adjusting your portfolio to ensure it remains aligned with your objectives in changing market conditions. Your portfolio is purposefully constructed to maximize your chances of success. Partner with us and gain the peace of mind that comes from having a dedicated team guiding your investment journey.
Our Process
Our process is designed for you
You are not static, so why would your plan be? We provide our clients with an iterative process of planning and implementation through time and as needs and situations change.
What We Offer
Professional services to meet your goals
Some advisors offer a seemingly endless list of services. We believe the adage “Jack of all trades, master of none” applies to advisory too. Thus, we focus on just three areas - investment management, financial planning, and consultancy. In doing this we believe we can provide our clients with highly professional services that deliver results.
Who We Serve
Professional advice for all types
How are individuals, companies, and foundations the same? They all need objective financial advice and a partner that will help them meet their investment and financial goals and objectives. We offer our services to many types of clients including: Individuals, Families, Companies, Nonprofits, Boards, and Foundations.
How is Canyon Creek Investment Advisors
different from other advisors?
We Are Objective & Independent
Your success is our success. As an independent advisor, we reject commission-driven models, ensuring our recommendations are driven solely by your best interests. We prioritize your financial goals and specialize in long-term, holistic planning designed for your unique aspirations. Our investment strategy is personalized and adapts alongside your changing needs. We partner with clients committed to an evolving investment plan, ensuring your financial well-being remains our guiding principle.
We Are A Fiduciary
Put your financial goals first. As a Fee-Only Fiduciary, we take our legal and ethical obligation to act in your best interest very seriously. Our compensation is directly tied to your success, ensuring our advice remains unbiased and focused solely on achieving your unique financial goals. Our transparent fee structure reinforces this commitment, allowing us to build trust and develop personalized investment strategies that prioritize your needs and aspirations. Let us become your partner on your financial journey, working alongside you to make informed decisions and navigate the ever-changing investment landscape.
We Are Client-Centric
Many financial advisors rely on standardized investment models, prioritizing convenience over your individual needs. These solutions can be expensive, complex, and often don’t consider your unique circumstances such as existing holdings, ESG preferences, or tax implications. We believe investing demands a personalized approach. Our focus is understanding your specific goals, risk tolerance, and financial situation. We then work with you to craft a strategy that supports your goals, adapts to your evolving needs, and reflects the values that matter most to you. This client-centric approach ensures your investments are truly working for you.