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About
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WE HELP YOU ARTICULATE YOUR FINANCIAL DREAMS

Our Mission

We are passionate about educating, empowering, and guiding you to achieve your dreams through proactive fee-only financial advice.

 

MEET OUR TEAM

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Our Story

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The 1970s – 1980s

In the mid-1970s, Peg and Bob Eddy created what will ultimately become CCMI to provide bookkeeping and accounting 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.

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The 1990s – 2000s

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.

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The 2010s

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.

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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. With our team’s combination of experience and relative youth, CCMI can continue to serve clients for decades to come.

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Our Values

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We put our
clients first.

In everything we do, we place our clients’ trust, needs, partnership and success above all else.

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We strengthen our 
team and community.

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.

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We hold ourselves
accountable.

We strengthen our team by encouraging work-life balance, modeling this for our clients, and encouraging charitable outreach among our employees.

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We provide a boutique
firm experience.

It’s our responsibility to share advice that focuses on enhancing our clients’ lives and giving them peace of mind.

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We maintain a
personal touch.

We’re committed to delivering excellence and professionalism with a personalized approach that feels like family.