Creekmur’s Roanoke office gives financial planning a continuing structure

At Creekmur Wealth Advisors, a financial plan is organized around a sequence of conversations rather than a single set of recommendations. The firm's CWA Blueprint process moves from understanding a household's circumstances to selecting a strategy, implementing it and returning for regular reviews.

The Roanoke office brings that process to Second Street Southwest. Its local advisors include senior wealth advisor Brian Bowen, wealth advisors Madison White and Emily Elfallah, and wealth advisor Jonah Fitzgerald. Bowen, White and Elfallah hold the CEPA designation; Fitzgerald is a CPA.

The first stage of the Blueprint process is a foundation meeting about current finances and personal goals. A later framing discussion addresses proposed strategies, followed by the practical work of opening and funding the relevant accounts. Scheduled strategy sessions provide a point to revisit the plan as circumstances change.

Meetings can take place in an office or virtually. The firm also provides secure document-sharing and account-access options, connecting the conversations with the records and accounts needed to carry out the work.

Creekmur's services encompass investment, income, tax and inheritance planning. The combination recognizes that a decision about one account can affect other priorities, although the appropriate advice and any professional coordination depend on the client's situation. Investment results are not guaranteed.

The Roanoke team's different professional backgrounds add context to those conversations. Clients can contact the local office to discuss their goals and determine how the firm's planning process would apply, with ongoing review built into the relationship rather than reserved for a one-time appointment.