About

Blackbridge Financial is a national wealth management and advisory practice with more than 30 advisors across 7 states, built on a simple premise: helping clients move from where they are to where they want to be. 

Under the direction of Tim Creech, this office emphasizes adaptable financial planning designed to evolve with your life. By leveraging advanced technology and in-depth investment analysis, your plan is tailored to your goals.

Experience You Can Rely On

Tim began his career in 1977 with Penn Mutual and later affiliated with National Planning Corporation in 2002, which was acquired by LPL Financial in 2017. He holds a Master of Science in Financial Services (MSFS) and has deep expertise in portfolio risk management and lifetime wealth planning.

With a career spanning more than four decades, Tim has guided clients through every stage of life—from starting a career and building retirement savings to navigating loss and managing inherited wealth.

He takes a technical, research-driven approach to investing, analyzing every aspect of your portfolio and using probability-based planning to support informed decisions. With the support of Amy Schulkin, Tim ensures each recommendation is thoughtful, strategic, and aligned with your best interests.

Outside the Office

A North Carolina native, Tim lives in Charlotte with his wife, Gladys Ann. He is an active member of Myers Park United Methodist Church and enjoys a variety of personal interests outside of his professional work.

Supported By

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. They serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables Advisors to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning, and asset management solutions.

Independent Advisor Alliance (IAA) is a Registered Investment Adviser providing operational and support services to 240+ independent advisors nationwide and overseeing $23B in brokerage and advisory assets. This partnership allows Blackbridge Financial to focus on its clients and deliver exceptional client results. Independent Advisor Alliance is a separate entity from LPL Financial.

our broker/dealer

our ria

We utilize LPL’s Model Wealth Portfolios—named 2022 Wealth Management Platform of the Year by MMI/Barron’s—allowing us to deliver robust portfolio solutions.

We’re committed to advancing our products, services, and platforms through innovative technology, supported by LPL Financial.

Innovative
technology

award-winning
asset management

*Based on total revenue, Financial Planning magazine June 2025

forbes america's
top ria firms

We’re partnered with Independent Advisor Alliance, named to the Forbes Top RIA Firms 2025 list, recognizing firms with strong experience, client service, compliance, and overall firm strength—helping clients feel confident they’re working with a trusted advisory partner.

quarterly meetings and ongoing communication

customized investment strategies

detailed analysis and clear recommendations

a long-term, relationship-focused approach

A Personalized Approach

Your financial plan isn’t static—and neither is Tim’s approach. Through regular quarterly meetings, he takes the time to understand your evolving needs, priorities, and long-term goals.

This commitment to personal connection has led to lasting relationships, with many families working with Tim across multiple generations. You can expect:

Services Include

but are not limited to

retirement income
planning

INVESTMENT MANAGEMENT
through probability analysis

asset
allocation

LONG-TERM
FINANCIAL PLANNING

401(K) ROLLOVER
SERVICES

Our Resources

view the guide

2025/2026 tax season guide

Use this guide to help you prepare for Tax Season.

the stock market is not highly correlated to economic growth

learn more

Check out LPL's weekly updates detailing the latest news and updates about the market.

LPL MARKET COMMENTARY

TIM'S FAVORITE ARTICLES

A collection of articles and resources that Tim has handpicked for educational purposes.

view the list

Trending Market Tickers

Stay up to date on the market's performance with this list from Yahoo Finance.

Trust Resources from
the Private Trust Company

We partner with The Private Trust Company to support your wealth and legacy planning at every stage of life. Learn more below:



client brochurefee schedule

Contact Us

Scan or click below the QR code below to access Zoom and input your meeting ID number provided by Tim.

Providence Business Park

10800 Sikes Place, Suite 120

Charlotte, NC 28277

Office: (704) 597-0472

MyRepChat (SMS): (980) 228-9515

Fax: (704) 749-2670

client zoom link

Licenses & Registrations

MSFS
Series 7
Series 63
Series 66
Securities Registration States:
Insurance Registration States:

MSFS
Master of Science in Financial Services
The Institute for Business and Finance


Series 7:
General Securities Representative
Held with LPL Financial

Series 63:
Uniform Securities State Agent
Held with LPL Financial

Series 66:
Uniform Combined State Agent
Held with LPL Financial & IAA

Securities Registration States:
CA, CO, DE, FL, GA, IL, MI, MS, NC, NE, NJ, PA, SC, TX, VA, WI

Insurance Registration States:
CA, FL, GA, IL, MI, NC, NY, PA, SC, KY, OH, WI, TX, VA

Master of Science in Financial Services
General Securities Representative
Uniform Securities State Agent
Uniform Combined State Agent
CA, CO, DE, FL, GA, IL, MS, NC, NE, NJ, PA, SC, VA
CA, FL, GA, IL, MI, NC, NY, PA, SC, KY, OH, WI, TX, VA

The Institute for Business and Finance
Held with LPL Financial
Held with LPL Financial
Held with LPL Financial & IAA


check my background with finra