Ash Creek Financial Advisors
Ash Creek Financial Advisors is an Arizona-based financial-advice practice with a home office in Thatcher and additional offices in the Phoenix area and Tucson. The firm says it serves families, professionals, and public employees in more than 20 states. Phillip Palmer is chairman and a financial advisor. The Thatcher home office is listed at 326 South Reay Lane, Suite 100.
Services listed include traditional and Roth IRAs, Roth conversions, 401(k) guidance, 529 and UTMA/UGMA college savings, life insurance and annuities, Social Security and pension timing, tax-aware planning, and second-opinion portfolio reviews. The site also offers alternative-investment guidance for both accredited and non-accredited investors who want to understand where those options may fit. Planning conversations are framed around retirement accounts, workplace plans, insurance and income, and whether a product fits the household.
This directory profile covers Ash Creek’s retail advice platform, including its alternative-investment education for clients, rather than a sponsor or managing-broker-dealer role.