Your Strong Rock in Turbulent Waters.

Financial Planning and Investment Management customized for you.

Our Approach

The world has fundamentally changed—and having the ability to evolve and adjust to current markets is critical. At Stone Creek Advisors, we believe building a solid financial plan is an important step toward navigating today’s rapidly changing economic cycles and successfully reaching your objectives.

Reviewing a document with a client

Collaborative, insightful, and focused on you.

Our partnership was formed through a shared vision of a customized investment experience—one that fulfills our clients’ unique needs, goals, and aspirations for their legacy. We take a collaborative approach to wealth management that’s rooted in data. Our dynamic, rigorous process, with a macroeconomic focus, proactively adjusts client portfolios to put them in the best position to take advantage of opportunities. Additionally, we build relationships with our clients’ attorneys, accountants, and beyond to help with estate planning, insurance, real estate investments, and tax planning.

What is your “Why”?

Collectively, we have over 50 years of diversified experience in research, investing, portfolio and risk management, and client servicing. As a fee-only, fiduciary advisor we put our clients’ interests above our own. We do not have our own funds which gives us flexibility in how we allocate money, providing best-in-class solutions that align with the current investment environment. By truly getting to know our clients, we combine market data with a deep understanding of their goals to create meaningful outcomes for the lives they envision.

Building your plan

Who We Serve

Institutions

We serve pensions, endowments, foundations, and small businesses.

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Individuals

Whether you are early in your career, nearing retirement, or in retirement, we will help you ensure your goals are attainable and navigate each stage of your life with you.

Buffalo Skyline from the waterfront

Features of

Working with

Stone Creek

Advisors

  • A Strategic, Customized Plan

    We analyze and help with your tax considerations, income and withdrawal needs, cashflow, budgeting, estate planning and evaluation of insurance needs. We build a financial plan and portfolio customized to you.

  • Asset-Liability Matching

    We can match each of your spending needs with a portfolio geared towards that timeline and risk tolerance. We break liabilities down into secure, income, growth and legacy. This ensures your money is safe for shorter-term needs and grows to match your longer-term needs.

  • Strategic Tax Management

    We will not transition your portfolio immediately to our models. We will work with you to set a capital gains budget and we will adhere to that budget.

  • Risk Conscious

    Risk is anything that potentially derails you from meeting your goals. While some risk is necessary to meet your goals, we will only take the amount of risk necessary to get you where you want to be.

  • Macroeconomic Focus

    The world has changed. Where we are in the economic cycle will matter more going forward as cycles become shorter.

  • Financial Confidence

    Understanding your needs and goals and whether you are making measurable progress towards those goals allows you to feel more confident about your financial future.

  • Meaningful Outcomes

    Leave a legacy, live the retirement lifestyle you imagined, support your family and give to the causes you care about.

  • Transparency, Trust, and Independence

    Our independence allows us to access the best managers for each asset class, instead of being beholden to one manager or a handful of strategies. We only get paid off of the assets managed, aligning our goals with yours.

Learn More

Meet our team

  • Marc Bernstein

    Marc Bernstein

    President and Co-Founder

  • Kasey Wopperer

    Kasey Wopperer

    Chief Investment Officer and Co-Founder

  • Peter C. Borello, CFA

    Director of Investments and Partner

Learn more

By truly getting to know our clients, we combine data with a deep understanding of their goals to create meaningful outcomes for the lives they envision.

Let us be your trusted partner.

Interested in investing in your future?