Rock Creek Wealth Management is a financial advisory firm offering personalized guidance for individuals, families, couples, entrepreneurs, and businesses. Its approach centers on understanding each client’s financial situation, setting focused goals, and developing strategies tailored to their needs. The firm emphasizes clear communication, trusted relationships, and helping clients understand their options, without steering them toward proprietary products.

Services include financial, retirement, tax, and estate planning; investment management for personal and business needs; and planning for Roth IRAs, small-business retirement plans, and employee benefits. Clients can also seek guidance on investing after retirement, college savings, and insurance solutions, including life, disability, and long-term care coverage. Rock Creek Wealth Management presents its work as a way to help clients pursue financial stability, prepare for their families’ futures, and make progress toward their goals.

The firm is based in Hillsboro, Oregon, and promotes financial advisor services in Beaverton. Investment advice is offered through Rock Creek Wealth Management, a registered investment advisor separate from LPL Financial; securities are offered through LPL Financial, a FINRA/SIPC member. The firm notes that tax and legal advice are not provided.