As your financial wealth grows, complexity increases.
There are times when complexity makes it hard to see the big picture and what wealth truly means to you and your family.
"Wealth is the ability to fully experience life."-- Henry David Thoreau
"Risk is much more than market volatility. It is anything that may keep you from achieving your most important goals."-- Dean S. Bennion
What makes us different than other wealth managers?
When Mike Vincent and Dean Bennion founded Kimball Creek Partners™, it was through the shared inspiration to create a different kind of wealth management firm, one that combines the principles of good stewardship with the highest standards of fiduciary care. That was over twenty years ago, and today the Kimball Creek team continues to uphold our core belief that true wealth is much more than money. It is the ability to live a life full of purpose and meaning.
Four generations of families have trusted Kimball Creek Partners™ to shepherd and safeguard their wealth through good times and bad. No one knows for certain what the future holds in store. This is why we follow a disciplined approach to managing risk that favors preparation over prediction, with the understanding that risk is much more than market volatility. It is anything that may keep you from achieving your most important goals. Read more
Managing Partner and Co-founder
(206) 508-6442 firstname.lastname@example.org
Meet our Managing Partner and his team:
Dean S. Bennion CFP®
When Dean was 12 years old, his father loaded up the family station wagon and took him on a cross country trip that included visits to the Commodities Futures Markets in Chicago and the New York Stock Exchange. From the moment he first saw the “organized chaos” of the trading pits, Dean has been an avid student of markets and how they work.
Feel good about your wealth.
Get regular updates about what matters most.
917 Pacific Ave., Suite 407
Tacoma, WA 98402
Check the background of your financial professional on FINRA's BrokerCheck.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management DBA Kimball Creek Partners, a Registered Investment Advisor. Financial Advocates Investment Management, Kimball Creek Partners and LPL Financial are separate entities.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, FL, HI, IA, ID, IL, KY, LA, MT, NC, NV, NY, OH, OR, SD, TX, UT, VA, WA