Bill founded Austin Creek after twenty years inside the industry.

For nearly two decades, Bill worked at Charles Schwab, most recently as a Managing Director. He spent those years inside one of the largest firms in the industry, watching closely how financial services actually work. Where firms serve clients well, where even good advisors fall short with sophisticated clients, and how few of them genuinely understood the tech employees they were trying to win. The equity grants, the tax traps, the specific decisions that quietly move an after-tax outcome by six figures.

The goal is simple: plain talk, real fiduciary advice, and a plan built around the equity that got you here.

After that long look from the inside, Bill made a deliberate move into advisory work and founded Austin Creek Capital, a fee-only fiduciary investment adviser registered in California. The model is simple on purpose. No commissions, no product sales, no third-party incentives. The only compensation comes from clients, and the advice is held to a fiduciary standard.

Austin Creek works with a small, intentional group of senior tech professionals in the Bay Area and beyond, most of them carrying equity-heavy wealth. The work is peer to peer, in plain English, and it tends to center on a handful of decisions that matter more than the rest.