Creekside Partners offers a variety of advisory services, which include financial planning, investment management, and general financial advisory services. These services are typically offered as part of a single, all-inclusive engagement. Prior to Creekside Partners rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with Creekside Partners setting forth the relevant terms and conditions of the relationship (the “Advisory Agreement”). Creekside Partners has been registered as an investment adviser since April 2003 and is principally owned by Andrew Hempeck and Teresa Coleman. As of December 31, 2023, Creekside Partners had $466,482,508 assets under management, all of which were managed on a discretionary basis. This brochure generally describes the business of Creekside Partners and the activities of its officers, partners, directors, employees or any other person who provides investment advice on Creekside Partners’ behalf and is subject to its supervision or control. Financial Planning Services It is our belief that no investment management engagement can be carried out without first establishing a baseline level of understanding of each clients’ unique financial situation, along with their goals and objectives. Financial planning topics include, but are not limited to, saving, spending, retirement, college funding, insurance, financial legacy, estate planning, charitable giving and other topics that may be important to a family or individual. Financial plans are customized for each client, and these services are generally included in the standard client fee schedule as detailed in Item 5 below. While we reserve the right to do so, we do not normally undertake financial planning engagements that will not involve an ongoing investment management relationship. We may coordinate with clients’ other professionals, such as certified public accountants and attorneys. On an ongoing basis, we offer consultation on a broad range of financial matters that may arise.

Investment Management Services Creekside Partners manages client investment portfolios on a discretionary basis. Creekside Partners primarily allocates client assets among various mutual funds, exchange-traded funds (“ETFs”), and individual debt and equity securities in accordance with their stated investment objectives. Investment management services can include:
• The development of a roadmap or benchmark based on each client’s unique circumstances, including the client’s financial status, investment objectives and degree of risk tolerance.
• The design of an appropriate asset allocation across available asset classes and markets based on the client’s goals.
• The selection of individual investments within each asset class. Such investments may include stocks and corporate bonds, treasury and municipal bonds, exchange traded funds and mutual funds. Such maintenance includes periodic portfolio adjustments to reflect changes in client circumstances, market conditions and relative investment opportunities. Fiduciary Status When Creekside Partners provides investment advice to you regarding your investment accounts, including your retirement plan account or individual retirement account, we are fiduciaries within the meaning of certain state and federal laws such as the Employee Retirement Income Security Act and/or the Internal Revenue Code and the regulations of the U.S. Securities and Exchange Commission, as applicable. These regulations require us to act in your best interest and not put our interests ahead of yours. General Notice In performing its services, Creekside is not required to verify any information received from the client or from the client’s other professionals (e.g., attorney, accountant, etc.) and is authorized to rely on such information as provided. Clients must promptly notify the Firm of any change in their financial situation or investment objectives that would necessitate a review or revision by our advisors of the client’s portfolio and/or financial plan.