Broker Check
(540) 722-2529
info@creeksidefinancial.net
Client Login

About Us

We truly believe “Retirement Begins Here.”

We’re here to guide you confidently from your working years into a secure, enjoyable retirement.

We take a thoughtful, comprehensive approach: coordinating your income streams (Social Security, pensions, savings), managing investments carefully, planning for healthcare and long-term care costs, and building strategies that reduce financial risk over time - so you can relax and truly enjoy the life you’ve worked so hard to build.

We started in insurance in 2009 and expanded into full financial planning in 2017 to better support our clients as needs have evolved. Right here in Winchester, Virginia, our mission is clear and heartfelt: make retirement sustainable, understandable, and genuinely worry-free through personalized guidance, trusted products, and a deep commitment to our community.

How We Approach Planning

Most financial decisions aren’t complicated once they’re explained clearly. We take the time to break things down in plain language - no jargon, no rushing, no assumptions. If you can’t comfortably explain your plan to a friend or family member, we haven’t done our job.

 Every recommendation is built around your unique situation: your timeline, your risk tolerance, your goals, and what truly keeps you up at night. Insurance, investments, income strategies; they all need to fit you, not just what’s convenient for us. When life changes or markets shift, we revisit and adjust so your plan continues to stay aligned.

 We never believe in one-size-fits-all. No two retirements are the same, and we don’t force you into a cookie-cutter template. Instead, we craft personalized strategies that reflect your reality - making retirement sustainable, understandable, and genuinely worry-free.


What Guides Us

We work as fiduciaries - meaning your best interests come first, always. Legally and ethically, if there's ever a choice between what's right for you and what's convenient for us, you win. That's not just our promise; it's how we're required to operate.

We believe education builds confidence. The more you know, the better the relationship. When you truly understand your options, you make decisions that feel right, not rushed. Integrity is the foundation of everything we do. That means doing what's best for you, every time, even when no one is watching.

This commitment is what lets us deliver the clear, personalized guidance you can count on—and why we stand behind ourpromise: “Retirement Begins Here.”

Why this matters

Retirement planning isn’t really about finding the “perfect” investment or claiming Social Security at exactly the right moment.

It’s about reaching a place where you feel confident enough in your plan to finally enjoy the life you’ve spent decades building.

We focus on clear, straightforward tools and proven principles to lower risk in ways that are practical and affordable. Our real goal is clarity: helping you see your financial picture so clearly that you can sleep well at night, spend freely when it makes sense, and live the retirement you truly deserve.

Meet your advisors

Charles Swope

Chuck Swope

CEO

I grew up in Frederick County, Virginia, with a stubborn idea that wouldn't leave me alone: I wanted to create something people could depend on when things got complicated. I wasn't sure what that looked like yet, but I knew it had to...
Read more
James DuBrueler Jr

James DuBrueler Jr

COO, IAR

Most people remember their first job. Mine was working alongside my parents, learning that running a business meant showing up even when you didn't feel like it. By the time I hit college at Shepherd University, I was splitting my...
Read more
Andrew Gauldin

Andrew Gauldin

Investment Advisor Representative

When I was 15, my grandfather showed me how to read a stock report. I didn't know it then, but that moment set everything in motion. Years later, after losing my father, I saw firsthand how financial preparation can either anchor a...
Read more
Kim Gresko

Kim Gresko

Administrative Assistant

I grew up in Springfield, Virginia, in a neighborhood full of kids who became lifelong friends. Fairfax County felt affluent and intense. My high school held 2,000 students across grades seven through twelve, and even then I knew I'd...
Read more

Contact UsReady to
Build your plan?

Retirement doesn't have to feel uncertain. Schedule a conversation with us to discuss your situation, ask questions, and see how we can help you move forward with clarity and confidence.

Thank you!
Oops!