H. Baker
ABOUT AUSTIN CREEK CAPITAL
Financial Planning for Tech Families
Austin Creek Capital is your trusted, fee-only fiduciary partner for financial planning and investment management, specializing in serving families in Marin, the Peninsula, and across the Bay Area. We understand the specific needs of tech families and offer simple, strategic, ongoing guidance to help you navigate high-cost living, equity compensation, and the aspiration for early work-optional living.
Our personalized approach to financial planning ensures that each family receives tailored advice and strategies to achieve their unique financial goals. Whether you're planning for your children's education, securing your family's future, or aiming for a work-optional lifestyle, Austin Creek Capital is dedicated to providing emotional confidence and technical expertise every step of the way.
Bill Promes
Founder, Financial Planner
Bill Promes is a fee-only, fiduciary financial advisor and the founder of Austin Creek Capital. He specializes in financial planning for Bay Area tech employees and their families, with a focus on equity compensation strategy, RSU and ISO tax planning, and early financial independence. Before founding Austin Creek Capital in 2021, Bill spent nearly 20 years at Charles Schwab. He lives with his family in Mill Valley, CA, and serves clients across the Bay Area and nationwide.
