Rock Creek Wealth Management

Your Road to a Better Retirement Starts Today

Financial planner in Hillsboro, OR (show on map)

5.0

★★★★★

2 reviews

Independent SEC-registered investment advisor providing personalized financial planning, investment management, and retirement strategies.

Call (503) 505-7000

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About

Rock Creek Wealth Management is a fully independent SEC-registered investment advisor co-founded by Bob Morrison and Kyle Parsons in 2025. Built on a 14-year professional friendship, the firm provides personalized financial strategies including retirement planning, Roth IRA strategies, estate planning, tax planning, investment management, insurance solutions, college savings plans, and small business retirement plans.

The firm serves business owners, professionals, families, and individuals nearing retirement with a commitment to trust, transparency, and tailored guidance.

Personalized approach tailored to each client's unique circumstances

Built on a 14-year professional friendship between co-founders

No push toward proprietary products - strategies built for client success

Transparent and educational guidance to empower informed decisions

Fully independent SEC-registered investment advisor

Services

Financial Planning

Comprehensive financial planning to define goals, develop personalized strategies, and achieve financial stability.

Goal setting Personalized strategies Ongoing guidance

Tax Planning

Tax planning services to help clients navigate tax-efficient strategies and optimize their financial outcomes.

Tax-efficient strategies Roth conversion guidance Income tax planning

Estate Planning

Estate planning services to protect and preserve wealth for future generations.

Wealth preservation Succession planning Legacy strategies

Retirement Planning

Retirement planning services including Roth IRA strategies, backdoor Roth conversions, and retirement income strategies.

Roth IRA planning Backdoor Roth conversions Mega Backdoor Roth Retirement income strategies

Investment Management

Investment management services for personal and business investments, including college savings plans.

Personal investments Business investments College savings plans 529 plans

Insurance Solutions

Insurance solutions including life insurance, disability insurance, and long-term care insurance.

Life insurance Disability insurance Long-term care insurance

Credentials & Certifications

CFP® (Certified Financial Planner)

Since 2008

CPFA® (Certified Plan Fiduciary Advisor)

SEC Registered Investment Advisor

Since 2025

LPL Financial Registered Representative

Since 2015

FINRA / SIPC Member

Reviews

Rating

★★★★★

Reviews

"Online appointments"

Frequently Asked Questions

How do I start with financial planning? +

Schedule a consultation to discuss your financial priorities. The process includes an initial consultation to understand your needs, recommendations tailored to your situation, and ongoing guidance and adjustments.

What makes Rock Creek different from other financial advisors? +

Rock Creek offers a personalized approach with customized financial strategies for every client, clear communication in all transactions, and educational guidance to empower informed decisions. The firm is built on a 14-year professional friendship between co-founders Bob Morrison and Kyle Parsons.

Can Rock Creek help with business financial planning? +

Yes, Rock Creek provides comprehensive financial planning for business owners, including insights for business growth, strategies to address potential risks, and succession planning to help ensure business continuity.

What is a Roth IRA and how does it differ from other retirement accounts? +

A Roth IRA is an individual retirement account that offers tax-free growth on investments and tax-free withdrawals during retirement. Unlike traditional IRAs, Roth IRAs are funded with after-tax dollars, and qualified withdrawals including earnings are typically tax-free.

Who is eligible to contribute to a Roth IRA? +

Eligibility depends on earned income and IRS income limits. Contribution limits vary based on age and income level. High-income earners may explore backdoor Roth conversions. Our advisors provide guidance on eligibility and options.

What are the tax benefits of a Roth IRA? +

Roth IRAs allow for tax-free growth on investments and tax-free withdrawals during retirement, provided certain conditions are met. Since contributions are made with after-tax dollars, this tax-efficient structure can play a valuable role in retirement income planning.

Are there contribution limits for Roth IRAs? +

Yes, Roth IRA contributions are subject to IRS limits based on income, age, and filing status. For 2024, the limits are $6,000 for most individuals and $7,000 for those aged 50 or older.

Can I convert funds from a traditional IRA to a Roth IRA? +

Yes, conversions from traditional IRAs or employer-sponsored plans to Roth IRAs are possible under IRS guidelines. These conversions may have immediate tax implications but can offer long-term tax efficiency as part of a broader retirement strategy.