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Stone Creek Advisors

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Buffalo
CRD Number
Website stonecreek-advisors.com
Client types

Overview

Stone Creek Advisors is a fee-only, fiduciary registered investment adviser (RIA) operating as a DBA of OneSeven LLC, headquartered in Clarence Center, New York. Founded in July 2022 by Marc Bernstein and Kasey Wopperer, the firm serves individuals, families, pensions, endowments, foundations, and small businesses across the United States. The firm takes a data-driven, macroeconomic approach to portfolio management, proactively adjusting allocations across ETFs, mutual funds, individual equities, and fixed income instruments. Stone Creek Advisors emphasizes customized financial planning, asset-liability matching, tax management, and estate planning, working collaboratively with clients' attorneys and accountants. As an independent RIA with no proprietary funds, the firm is not tied to any single manager, enabling best-in-class investment solutions tailored to each client's objectives.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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