Institutional Expertise. Western Roots.
We combine the rigorous standards of a global investment firm with the integrity and transparency of a local partner.
Rooted in Western Colorado
At Canyon Creek Investment Advisors, we believe that wealth management is about more than just numbers on a balance sheet—it’s about the life those numbers allow you to lead. Founded in Western Colorado, our firm was built on the values of transparency, integrity, and a deep commitment to our community.
Our Fiduciary Promise
As a Fee-Only Fiduciary, our loyalty belongs entirely to you. We are legally and ethically bound to place your interests above our own at all times. We do not sell products, we do not accept commissions, and we do not have hidden agendas. Our only incentive is your financial success.
Why Choose Canyon Creek Investment Advisors?
Tailored Strategies
We craft personalized financial strategies, ensuring each plan is tailored to the specific needs and aspirations of the individual client. No cookie-cutter models.
Transparent Communication
Clear guidance without the jargon. We focus on making complex financial information accessible so you can confidently navigate your decisions.
Local Expertise, Global Reach
We combine a hometown feel with the sophisticated tools and market insights necessary to compete on a national level.
Our Team
Brian Fraser, CFA, CAIA
Principal & Founder, Canyon Creek Investment Advisors
Brian Fraser is the principal and founder of Canyon Creek Investment Advisors, where he leverages extensive experience in investment management, academia, and banking to help clients achieve their financial goals. A Colorado native and Marine Corps veteran, Brian brings a disciplined, ethical, and analytical approach to wealth management.
Professional Experience
Prior to founding his own firm, Brian served as the Director of Investments for Alpine Bank Wealth Management. During his tenure, he was responsible for portfolio creation, asset allocation, and chairing the Investment and Unique Asset Committees. Under his leadership, the department’s assets under management (AUM) grew significantly, rising from $550 million to over $1.1 billion.
Brian also spent seven years in academia as a tenure-track Assistant Professor of Finance at Colorado Mesa University. He taught courses in Risk Management, Economics, and Finance and served as the Director of the Daniels Fund Ethics Initiative, underscoring his commitment to integrity in business. His career began as a commercial credit analyst at a major bank following his military service with the 3rd Marine Division in Okinawa, Japan.
Education & Credentials
Brian holds two of the investment industry’s most rigorous designations:
Chartered Financial Analyst (CFA)
Chartered Alternative Investments Analyst (CAIA)
He earned a Master of Science in Finance (Concentration in Corporate Finance and Investments) from the University of Denver and a Bachelor of Business Administration in Finance (Cum Laude) from Colorado Mesa University.
Personal Life
Growing up on the Western Slope, Brian developed a strong work ethic and love for the outdoors while working at his father’s business, Canyon Creek Outfitters. He is an avid fly fisherman and mountain enthusiast who attributes his initial interest in finance to the mentorship of his late grandfather.
Lisa Isaacson, CPA, PFS, CFP®
Senior Wealth Advisor, Canyon Creek Investment Advisors
Lisa Isaacson serves as a Senior Wealth Advisor at Canyon Creek Investment Advisors, bringing a comprehensive, planning-focused approach to wealth management. Based in Montrose, Colorado, Lisa is driven by a deep commitment to client service, prioritizing holistic retirement planning and financial well-being for individuals and families.
Professional Experience
Lisa has a rich history in financial planning and wealth management. Prior to joining Canyon Creek, she served as a Wealth Advisor at WealthSource, where she deepened her expertise in financial planning. Her leadership experience includes her tenure as Vice President and Client Executive at Alpine Bank Wealth Management, where she was known for delivering exceptional client experiences.
Her career in advisory services began at ElderAdo Financial, Inc. as a financial planner and investment advisor. Additionally, Lisa draws on a strong foundation of over 25 years in various accounting roles across multiple industries, providing her with a deep understanding of business fundamentals and financial mechanics.
Education & Credentials
Lisa holds a trifecta of prestigious designations that demonstrate her proficiency in accounting, personal finance, and retirement planning:
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS™)
Certified Financial Planner (CFP®)
She earned a Bachelor of Science in Accounting from Minnesota State University, Mankato, and holds an Associate of Arts in Business from Rochester Community College.
Community & Personal Life
Lisa is deeply embedded in the Montrose community and actively supports local non-profit organizations. She views her work not just as financial advice, but as a way to make a tangible difference in the lives of her clients and her community. Her approach is grounded in loyalty and a genuine passion for helping others achieve their long-term aspirations.
Who We Serve
We specialize in complex financial lives, providing fiduciary oversight where it matters most.
Private Clients & Families
We serve successful professionals and retirees who demand more than a 'buy and hold' strategy. We focus on tax-efficient wealth accumulation, risk management, and preserving capital for the long term.
Business Owners
Your business is likely your largest asset. We help entrepreneurs integrate their personal and business finances, navigating cash flow management, succession planning, and exit strategies.
Trusts & Legacies
Managing intergenerational wealth requires specific expertise. We act as a fiduciary partner for trusts and families, ensuring assets are managed strictly according to the mandate to protect your legacy.