Andy Hempeck

Andy Hempeck is a Certified Financial Planner (CFP®) and a co-founder of Creekside Partners, an independent, 100% employee-owned, fee-only fiduciary advisory firm based in Petaluma, California, which he helped establish in 2007. As a founding partner (alongside Rick Ashburn), he built the firm around comprehensive financial planning and conservative, tax-efficient portfolio management. Creekside is a sizable RIA, reporting roughly $505 million in discretionary assets under management across about 279 clients in its 2025 Form ADV filing.

Before founding Creekside, Hempeck spent roughly nine years at Fisher Investments, where he served as Vice President and worked in research, client relationship management, and portfolio management. During his tenure he was directly involved in constructing portfolios for over $700 million in private-client and foundation assets, and was part of the team that helped grow Fisher's AUM from about $2 billion to more than $40 billion. Earlier in his career, beginning in the early 1990s, he worked as a registered representative at a boutique brokerage in Seattle, Washington, and later managed the trading department at the Bank of San Francisco, where he advised corporate executives on stock options and financial planning.

Hempeck holds a Bachelor of Science in Finance from Oregon State University, completed graduate coursework at Golden Gate University, and earned a Certificate in Financial Planning from UCLA Extension. He carries the CFP® designation and is a registered Investment Adviser Representative with more than 25 years (some sources cite 30+ years) of investment-industry experience. His personal investment philosophy emphasizes safe, tax-free income — with a particular focus on California municipal bonds and U.S. Treasuries — aimed at minimizing risk and taxes for clients.

• Invests client capital in public/liquid markets, not private startups — the core approach is conservative, income-oriented, and tax-efficient portfolio construction.
• Emphasis on California municipal bonds and U.S. Treasuries to generate safe, tax-advantaged income while minimizing risk and tax drag.
• Operates strictly as a fee-only, no-commission fiduciary, meaning advice is structured to avoid the conflicts of commission-based sales.
• Serves individuals, families, and foundations through comprehensive financial planning + discretionary portfolio management, reflecting the low-risk, long-horizon mandate he honed at Fisher Investments.
• *No stated venture/angel thesis, check size, or startup target-company profile could be verified from any source.*