In May 2024 Creekmur Wealth Advisors purchased certain assets of Retirement Specialty Group. Creekmur Wealth Advisors is not affiliated with Retirement Specialty Group nor its owner, Donald Anthony Wright. On September 10, 2024, the United States Securities and Exchange Commission filed a complaint charging Retirement Specialty Group and Mr. Wright with defrauding certain investors during the period from June 2021 through July 2023. Creekmur Wealth Advisors is not a party to the complaint and had no association with, or knowledge of, any of the matters that are the subject of the complaint.
Our team in Cookeville, Tennessee works with each client to develop custom-designed financial plans with each individual’s personal goals in mind. Our role is to
Move forward.
Talk to an advisorClient Services Specialist
Operations Specialist
Operations Specialist
Trade Specialist