Willow Creek Wealth Management

Larry K. Kees serves as CEO and has led the firm since its founding in 1983. Willow Creek operates as a Registered Investment Advisor, and investment decisions are made by the firm's internal advisory team rather than centralized in a single CIO role. The firm's Form ADV filings describe a committee-driven process that integrates portfolio management with tax and estate considerations.

The firm's client base is concentrated in Northern California — particularly Sonoma County, Marin County, and San Francisco. Its clientele includes technology executives, vineyard-owning families, and multi-generational households that have experienced liquidity events. Willow Creek markets itself on its fiduciary, fee-only model rather than through any proprietary sourcing channel.

Willow Creek portfolios include private investment vehicles alongside traditional asset classes like equities and fixed income. The firm has not disclosed the specific composition of its alternatives allocation. Given its Northern California client base, it has developed expertise around concentrated stock positions, liquidity-event planning, and private company equity diversification strategies.

Willow Creek embeds tax preparation and estate planning directly within its advisory offering. Unlike many RIAs that refer clients to outside CPAs and attorneys, the firm maintains these capabilities as integrated services. This structure creates a single point of coordination for financial, tax, and legacy decisions.