Your financial life is made up of many moments — learning, planning, adjusting, and sometimes getting extra support when things feel complex.
At Willow, we’ve always believed that the best financial decisions come from clarity, confidence, and having the right support at the right time. That belief is what led us to create a simple way to connect women and their families with trusted financial advisors.
Today, we’re excited to share how Willow has expanded. We’re evolving from a platform focused on advisor matching into a wealth accelerator ecosystem designed to support you across your entire financial journey.
From Advisor Matching to a Full Financial Support Ecosystem
Willow’s original platform helped women and their families find vetted financial advisors. That core experience remains central to what we do.
What’s changed is how much more support is now available along the way.
Some people want help before deciding whether to work with an advisor. Others want to build confidence through education, digital tools, and planning resources — connecting with an advisor later, when the timing feels right. Some want both.
Willow now supports all of those paths. We’ve expanded from a single moment of matching into a broader ecosystem that meets you where you are and grows with you over time.
What This Means for You
Willow is designed to offer guidance without assumptions or pressure. Depending on your goals and preferences, Willow can support you with:
- Educational resources to build confidence in personal finance and investing
- Research-driven investment portfolios designed for the long term
- Planning tools to help you make thoughtful financial decisions
- Introductions to vetted, fiduciary advisors who hold their CFP® and/or CDFA® designation and have completed Willow’s Advisor for Women™ or Advisor for NextGen™ certificate program
Some people prefer to manage their finances independently with the right information. Others want advisor-led advice. Many move between those approaches as life changes.
Willow supports all of it — in one place.
A More Thoughtful Way to Move Forward
Financial decisions don’t have to feel rushed or overwhelming.
Willow is built to help you:
- Understand your options before making decisions
- Learn at your own pace
- Take steps that feel aligned with your goals and comfort level
By offering financial advice, education, and connections within a single ecosystem, Willow helps you move forward with clarity, whether you’re exploring, planning, or ready for deeper support.
Your Willow Experience: One Account, Ongoing Support
When you get started with Willow, you create a personalized experience that grows with you. Through your secure account, you’ll have access to:
- A knowledge center with educational resources designed to support real financial decisions
- Content tailored to your goals and life stage
- Clear next-step recommendations based on what matters most to you
This experience is designed to evolve over time. As your goals and priorities change, the guidance and resources can change too — helping you stay supported over the long term, not just in one moment.
It All Starts With a Simple Assessment
Everything at Willow begins with understanding you. Our short assessment helps clarify:
- Your financial goals
- Your current priorities
- The type of support that fits you best right now
From there, Willow guides you toward education, digital investing tools, planning resources, or advisor support — always with your preferences at the center.
There’s no commitment and no pressure to choose a specific path. Just personalized advice designed to help you move forward with confidence.
Take the assessment and start your Willow experience today.
Take the assessment and start your Willow experience today.
The statements and opinions expressed in this article are for general informational purposes only and are not intended to provide specific financial, tax, or investment advice. Views expressed are subject to change without notice. Individuals should consult a qualified financial advisor regarding their personal situation before making financial decisions.
Advisory services offered through Willow Partner Advisors, LLC, an SEC-registered investment advisers. Past performance or examples are not guarantees of future results
