David Creekmore

CFP® MBA RLP®

Principal

Lifetime Financial LLC


Takoma Park, MD
Anywhere / Virtual Meetings
David Creekmore
  • https://www.facebook.com/lifetimefinancialadvisors
  • https://www.linkedin.com/in/davidcreekmore/
  • https://www.instagram.com/lifetimefinancialadvisors/
  • https://lifetimefinancial.com/the-lifetime-blog

Fee-Only financial planner located in Takoma Park, MD, serving clients locally and across the country

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Things to Know

  • We work primarily with clients 35-60 who are professionals at nonprofits, colleges, and governmental agencies. 

  • We offer high-touch, comprehensive services at a competitive rate that mostly pays for itself due to our advice and recommendations.

  • Our ongoing services allows us to spend more time with clients and act quickly as things change and opportunities arise while avoiding big (expensive) mistakes.

  • We are there throughout the different phases of the working and retirement life of our clients. We track, analyze and store their financial history and important documents for ease and peace of mind.

Get to Know David Creekmore

David Creekmore, CFP®, brings over two decades of experience managing the complex budgeting, planning, investment and technology of major nonprofits like Corporation for Public Broadcasting, Internews and Council on Foreign Relations.

Now he’s offering that same expertise to nonprofit professionals like you. Lifetime Financial helps those who help others.  Our clients are Gen Xer and Millennial professionals who work for nonprofits/NGOs, universities/colleges, and governmental agencies.

David is a Certified Financial Planner, registered investment advisor, member of XY Planning Network, Fee-only Planning network and the National Association of Personal Financial Advisors--all of which require a strict fiduciary standard and compensation only from you, not from selling you any products or kickbacks.

David is a member of the President's Leadership Council at Search for Common Ground--an experienced group of global business executives, philanthropists, and thought leaders who advise the Board of Directors, the President, and the Executive Leadership Team on issues arising in connection with the challenges and opportunities of their life-saving peacebuilding work. 

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I Can Help You With:

  • Comprehensive Financial Planning
  • Life Planning and Goals
  • Research Based Investing
  • Retirement Income Planning
  • Education Planning

Ideal Clients:

  • Nonprofit Professionals and their families
  • Government/Teachers
  • Unconventional Lifestyles
  • Gen X
  • Millennials
  • Widows and Widowers with kids
  • Major life events

FAQ with David Creekmore

  • What's the best way to learn if your services are a fit for me?

The best way to see if we are a good fit for each other is to discuss your needs together. Please schedule a complimentary 30 minute consultation

David Creekmore's Designations and Affiliations

Office Locations

  • 7000 Carroll Ave, #201A - Takoma Park, MD 20912

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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