David Creekmore, CFP®, MBA, RLP®
Carroll Avenue, not Wall Street
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Serving Clients Nationwide
Carroll Avenue, not Wall Street
Areas of Focus
- Education Funding
- Financial Life Planning
- Investment Management
- LGBTQ Couples
- Loss of Spouse or Partner
- Retirement Planning
- Student Loan Advising
About David Creekmore, CFP®, MBA, RLP®
We created Lifetime Financial to serve the professional households working for the greater good.Our clients are unintentional millionaires. It might be surprising to think of yourself as a millionaire, but when you add up the equity in your home, a lifetime of saving, high market returns, and inflation—it quickly adds up.
Though modestly affluent households like yours don’t have the resources of the ultra-wealthy, you still have much of the same complexity and the need for regular guidance. Typically, these households hold an average of $1.5 million in liquid assets and are often underserved by the financial community. Eighty percent of high-net-worth and mega-millionaires work with financial advisors to plan and manage their finances, but only 60% of unintentional millionaires do.
We provide extensive, full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer. An important distinction is that we are a Fee-Only firm, which is often confused with Fee-Based which is more common in larger firms. In contrast to Fee-Only, Fee-Based advisors receive commissions on products they sell you. We are only paid by you.
Our typical clients are nonprofit professionals and those working for the greater good who want expert financial help with retirement, college planning, investing, tax planning, and more.
Together we will connect the dots between your financial realities and the life you long to live.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
- Registered Life Planner (RLP)
Affiliations
-
CFP Board
- Fee Only Network
- Kinder Institute of Life Planning
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
7000 Carroll Ave Ste 201A Takoma Park, MD 20912
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Pro Bono
What to expect in the first meeting
Let’s have a conversation about you and your financial and life plans. Schedule a free 30-minute phone consultation with me by clicking the Book Intro Call button above. We’ll talk about your goals, questions, and concerns. You won’t get a sales pitch and there’s no obligation or cost to you. It’s your time to use as you want.Offers Investment Management
Yes
About Lifetime Financial
Lifetime Financial is a boutique financial planning service for nonprofit professionals who want expert financial answers about retirement, college planning, investing, and insurance. Lifetime Financial helps you build the financial support to lead your best life. Together we will connect the dots between your financial realities and the life you long to live.Education
New York University, B.S., Philosophy, Russian | The Johns Hopkins University - Carey Business School, MBA, Finance/IT
Volunteer Experience
Current member of the President's Leadership Council at Search for Common Ground. The President’s Leadership Council is an experienced group of global business executives, philanthropists, and thought leaders who advise the Board of Directors, the President, and the Executive Leadership Team on issues arising in connection with the challenges and opportunities Search faces. Appointed by the President for two-year, renewable terms, these leaders offer counsel, introductions, and feedback on the organization’s strategic priority-setting and life-saving peacebuilding work around the world. We are grateful for their generous support in creating a strong and sustainable business model for Search to build peace throughout the world.
Hobbies and Interests
- Camping
- Cooking
- Gardening
- Hiking
- Movies
- Music
- Traveling
- Volunteering
- Writing
SEC Lookup
View DisclosureWho We Serve
- Blended Family
- College Graduates
- Corporate Executives
- Couples
- Dual Income Family
- Educators
- Families
- Gen X
- Government Employees
- LGBTQ Couples
- Nonprofit Employees
- Parents
- Travel Lovers
- Widow
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