Stoney Creek Advisors, LLC, is an independent, fee-based RIA firm located in Rochester Hills, MI. We believe financial concerns should not keep you up at night, and you should not have to be a financial advisor to understand your finances and how they can work for you. We continuously manage your investments against losing massive amounts of money, using a time-tested, rules-based system that removes emotion from investing. Our definition of investment success is participation in growth during favorable market conditions while reducing the amount of account risk during long-term unfavorable investment conditions. We keep you on the right side of market conditions while focusing on achieving your financial goals. Establishing a plan to help you protect your family from the unexpected twists of life can provide you the peace of mind you need to rest easy at any time of day.
|Firm Start Year:||2016|
|Insurance License#:||NIP# 985887|
|Name of Custodial Firm:||TD Ameritrade Institutional|
|States Licensed in:||Michigan|
|Number of Years with Current Firm:||2|
|Work Experience:||My partner and I each have 25 years of experience in the financial services industry.|
|I work with the following types of clients:||Individual Investors , Businesses|
|Investment Types:||Bonds , Mutual Funds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via email , At your home , At my office , Via phone , At your office , Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health , Annuity , Life , Long Term Care|
|Financial Organization Memberships:||Paladin Registry|
|Firm's Number of Clients:||300|
|Firm's Number of Managed Clients:||300|
|Assets Managed by Firm:||$30,000,000|
|Advisor's Number of Clients:||150|
|Advisor's Number of Managed Clients:||150|
|Advisor's Number of Planning Clients:||0|
|Assets Managed by Advisor:||$30,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
|Master of Science in Finance - Finance / Economics||
Walsh College - Troy, MI
Investment advisory services are offered through Stoney Creek Advisors, LLC. Stoney Creek Advisors, LLC, is a Michigan state-registered investment adviser located in Rochester Hills, MI. A copy of Stoney Creek Advisors, LLC's current written disclosure statement discussing Stoney Creek Advisors, LLC's business operations, services, and fees is available at the SEC's investment adviser public information website - www.adviserinfo.sec.gov or from Stoney Creek Advisors, LLC, upon written request. Insurance products are offered through Stoney Creek Partners, LLC. Stoney Creek Advisors, LLC, does not provide tax and legal advice.
Bill has 25 years' experience in the Financial Services Industry as a branch manager, compliance officer, and financial adviser. He specializes in retirement planning, estate preservation, and long-term care planning. Bill grew up in Michigan, and after high school, he spent eight years in Arizona. Given his love of water and boating, he returned to the Great Lakes area. He currently lives in Troy, MI. His hobbies include reading, gardening, and boating. Bill has a Master's of Science in Finance from Walsh College and is an adjunct professor of Economics at Oakland Community College.
We help clients roll their company retirement plans into their own IRA. We can also help non-retired clients manage their current company retirement plans until they retire.
We offer all types of insurance planning and are not affiliated with any specific insurance companies.
We offer all the different types of annuities and are not affiliated with any specific insurance companies.
|Bloomfield Hills||Center Line|
|Grosse Pointe||Harper Woods|
|Mount Clemens||New Baltimore|
|Royal Oak||Saint Clair Shores|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|