It's Not Just About the Letters After Their Name
Sure, degrees and certifications matter. But let’s be honest — figuring out what all those letters mean is confusing, even for us. At Willow, we believe the right financial advisor is more than a resume. They’re someone who gets you. Someone you feel comfortable opening up to. Someone you actually like talking to.
Because your financial journey isn’t just about spreadsheets and retirement accounts. It’s about your life — and you deserve an advisor who sees the full picture.
Find “The One” (Financially Speaking)
You’re not just choosing an advisor. You’re choosing a partner. Here’s what to look for:
You Trust Them
Trust is everything. In fact, 36% of investors say it’s the most important factor when choosing an advisor (according to Morningstar). You want someone who puts your needs first — no hidden agendas, no product pushing. Just honest, transparent guidance.
They Share Your Vision
Your goals are personal — whether you’re building generational wealth or investing with impact. Your advisor should get it.
They Speak Your Language
You shouldn’t need a financial dictionary to talk to your advisor. Whether you’re just starting out or already investing, they should meet you where you are.
You Actually Click
This isn’t just business — it’s personal. Shared values, communication styles, even hobbies (yes, pets count!) can make all the difference. Compatibility leads to better conversations, stronger trust, and a more effective plan.
How Willow Can Help
Finding the right financial advisor shouldn’t be overwhelming. At Willow, we make the process simple, personal, and completely free.
Step 1: Take Our Survey
Tell us about yourself, your goals, and what kind of financial support you’re looking for. It only takes a few minutes — and it helps us get to know the real you.
Step 2: Get Matched
Our smart matching algorithm pairs you with a vetted advisor who aligns with your values, needs, and communication style. Someone who gets you.
Step 3: Connect with Your Advisor
You’ll be introduced to your match and can schedule a free initial consultation — your first step toward a more confident financial future.
It’s Free. It’s Personal. It’s Just the Beginning.
Let Willow help you build a relationship with a financial advisor who feels like the right fit — not just on paper, but in real life.