Stoney Creek Advisors, LLC

Stoney Creek Advisors, LLC is a Financial Planner in Rochester Hills, MI. The firm operates as a team of fiduciaries, educators, and stewards of financial futures, providing personalized strategies to help clients build, grow, and protect their wealth. With over 60 years of combined fiduciary expertise, the practice serves individuals and families, often those within five years of retirement, who are looking to protect assets, generate reliable income, or gain clarity on their financial plans. The firm holds a 5.00 rating from its reviewers.

The team’s approach is built on a three-step process: defining goals and values, uncovering gaps and risks in current plans, and solving for a personalized retirement income strategy. Services include customized income planning, proactive tax strategies, retirement forecasting, and risk-managed portfolios. For income planning, the firm helps transform assets into a predictable, reliable income stream by balancing guaranteed income sources, optimizing withdrawal rates, minimizing tax liabilities, and protecting wealth from market fluctuations. Solutions range from tailored investments and annuities to innovative insurance strategies and long-term care planning. In tax strategy, the firm integrates all retirement accounts, including those held elsewhere, into the overall portfolio to manage the hidden costs of taxes on transactions such as withdrawals, required minimum distributions, and wealth transfers. William A. Waggoner II serves as Partner and Chief Compliance Officer, bringing over 30 years of experience in the financial services industry as a branch manager, compliance officer, and financial advisor. He specializes in retirement planning.

The office is located at 445 S Livernois Rd #105. It sits on South Livernois Road, about 0.2 miles from Rochester High School and the Hidden Hills and Golden Hills neighborhoods. McGregor Elementary School is approximately 0.3 miles away, and Ascension Providence Rochester Hospital is about 0.4 miles from the office.

Stoney Creek Advisors, LLC is known for its positive customer rating and its focus on empowering clients with the knowledge and tools to make educated financial decisions. The firm combines disciplined risk management with personalized strategies to help clients retire on their terms.