WE HELP YOU ARTICULATE YOUR FINANCIAL DREAMS
We are passionate about educating, empowering, and guiding you to achieve your dreams through proactive fee-only financial advice.
In the mid-1970s, Peg and Bob Eddy created what will ultimately become CCMI to provide bookkeeping and business counseling services to small businesses in San Diego. Less than a decade later, the Eddys incorporated as Creative Capital Management Inc. and began offering personal financial advice to individuals, families and business owners.
The successful financial planning practice led to clients who were looking for help with their investments. CCMI started managing investments in 1990 and has continued to grow the client base and investments since then. The CCMI we know today began taking shape when Matt Showley joined the firm as an associate in 2006.
Brian Matter joined CCMI as an associate in 2010 and a succession plan begins to take shape. After growing within the firm and under the mentorship of the Eddys, Brian and Matt purchased the firm in 2017 upon the Eddys’ retirement and expanded their ensemble under the newly established name, Creative Capital Management Investments LLC.
In 2022, Kim Benson, who joined the firm in 2017, was named a principal and owner. Today, CCMI provides fee-only financial planning and investment management services to individuals, families, and business owners. The firm continues to honor the Eddy’s original values of focusing on excellent service and putting clients’ interests above all else while introducing innovative systems and philosophies to support new generations of advisors and investors and developing leaders that position CCMI for the future. With our team’s combination of experience and relative youth, CCMI can continue to serve clients for decades to come.
We put our
In everything we do, we place our clients’ trust, needs, partnership and success above all else.
We strengthen our
team and community.
We strengthen our team by encouraging work-life balance, modeling this for our clients, and encouraging charitable outreach among our employees.
We hold ourselves
Through continual learning, we can provide the highest level of service and solutions so our clients can make the best-informed decisions for themselves and their families.
We provide a boutique
It’s our responsibility to share advice that focuses on enhancing our clients’ lives and giving them peace of mind.
We maintain a
We’re committed to delivering excellence and professionalism with a personalized approach that feels like family.