Founded in 2004, The Stone Creek Group, LLC is a Registered Investment Adviser (RIA) based in Wisconsin. The firm operates on a fee-only basis, emphasizing its commitment to providing objective, unbiased financial advice without the conflicts of interest associated with commission-based compensation. They specialize in integrated wealth management, which includes personalized financial planning, portfolio management, retirement planning, and estate planning, primarily for individuals, families, and trusts. Their mission is to build long-term client relationships based on trust and a fiduciary standard of care.

Founded in

United States