Creekside Partners is a fiduciary advisory firm based in Petaluma, CA, that prioritizes the interests of its clients. With a focus on investments and financial management, they provide customized solutions and a hands-on approach to help clients achieve their short and long-term goals, while controlling risk and seeking returns.
As an independent firm, Creekside Partners combines the personalized service of a small firm with the expertise and resources of larger institutions. With a specialty in municipal bonds, they offer unique expertise in generating safe, tax-free income for families. Their client-centered approach ensures that clients' best interests are always the top priority.
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