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Stone Creek Advisors

Contact(s):
Nicole Newman - Vice President/Investment Advisor
Marc Bernstein - President
Kasey Wopperer - Chief Investment Officer
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About

Fiduciary investment advisors providing full-service, customized wealth management with a family office focus.

At Stone Creek Advisors, we help clients make thoughtful financial decisions that drive growth, stability, and purpose. Whether guiding individuals, families, business owners, or institutions, we develop strategies that align with your goals and vision for the future.

As an independent firm, we provide objective advice and flexible investment solutions tailored to each client’s unique needs. Our experienced team combines deep market insight with a data-driven approach to help you manage complexity, capture opportunity, and move forward with confidence.

From building and preserving wealth to planning for succession, managing corporate assets, or shaping a lasting legacy, Stone Creek Advisors is your trusted partner for financial clarity and long-term success. Our services include:

  • Wealth Strategy
  • Financial Planning
  • Retirement Planning
  • Cash Management
  • Investment Management
  • Business Exit Planning
  • Life Transitions
  • 401(k) Management
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