Bill Promes
Financial Planning For Busy Professionals
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Austin Creek Capital
Bill Promes
Mill Valley, CA
Serving Clients Nationwide
Financial Planning For Busy Professionals
Areas of Focus
- Education Funding
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Bill Promes. I founded Austin Creek Capital, LLC in 2021, after nearly 20 years in Information Technology at Charles Schwab.During my time at Schwab, I developed my interest in financial planning and investing, and wanted to share this passion with others by becoming a financial planner. I enjoy helping my clients take control of their finances and accomplish their goals.
My passion for financial planning and investing began early on in my career. As a freshman at UC Berkeley, I worked for a small business that syndicated real estate news and information, where I began writing a Q&A database on personal finance and real estate that was eventually sold to Microsoft. This sparked my lifelong interest in the topic, which was further nurtured during my career at Charles Schwab.
Today, at Austin Creek Capital, I enjoy sharing my expertise and passion for financial planning and investing with my clients. As a part of the XY Planning Network of fee-only Registered Investment Advisors (RIAs), I'm committed to providing unbiased and objective financial advice to my clients. Together, we develop a holistic picture of your finances and chart a course to accomplishing your goals.
On a personal note, our family lives just north of San Francisco in Mill Valley. We enjoy getting together with friends and family and love to explore the greater Bay Area.
Affiliations
-
Fee Only Network
- Measure Twice Planners
- XY Planning Network
- Measure Twice Planners
Primary Location
131 Camino Alto, Suite D2, Mill Valley, CA 94941
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 30 minute, no-obligation meeting to learn if you are a good fit for our practice. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Austin Creek Capital is a fee-only financial planning and investment management firm based in Mill Valley, CA. We work with all types of clients and offer our services regardless of the size of your account.Whether it is getting out of debt, saving for college, buying a home, or early retirement, it's never too early to work with a financial planner!
We specialize in financial planning for busy professionals. Together, we can simplify your life with personalized strategies for wealth accumulation, goal achievement, and long-term security.
WHO WE SERVE
Our services are tailored to busy professionals who are looking for help with accomplishing financial goals. Whether you are mystified by personal finance, or life is just too hectic to give it the time it deserves, we are here to help with personalized advice. Our planning framework allows for specific planning opportunities based on the client’s needs.
✔️ Cash Flow Management
✔️ Retirement Planning
✔️ College Savings
✔️ Tax Planning & Strategy
✔️ Estate Planning
✔️ Risk Management and Insurance
You can schedule an initial consultation by clicking the 'Book Intro Call' button above. There are no obligations, just a chance for us to get to know each other, answer questions, and see if we are a fit for each other.
Education
University of California, Berkeley, B.A., Political Science
Hobbies and Interests
- Family
- Golf
- Grilling
- Hiking
- Pickleball
- Skiing
- Sports
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- College Graduates
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Individuals
- Parents
- Real Estate Agents
- Real Estate Investors
- Young Families
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