Financial advice that fits you
— not the other way around
Personalized matches tailored to your life and goals.
Why Choose Willow?
Find the Right Financial Advisor — in 3 Simple Steps
1
Take the Quiz
Discover your goals, values, and financial priorities
Answer a few quick questions so we can understand what you’re looking for in a financial advisor — from your investment goals to your communication style.
2
Get Matched
Personalized financial advice from someone who gets you
We match you with a vetted, trained financial advisor who aligns with your values, life stage, and long-term goals.
3
Build a Real Relationship
Plan your financial future with expert guidance
Connect one-on-one with your advisor to create a financial plan tailored to your life — no pressure, no product pushing.
How We Get to Know You
Your Goals First
We focus on what you want — from big life milestones to everyday money confidence.
Your Life & Story
We consider your family, pets, and upcoming changes to match you with someone who gets your world.
Respecting Who You Are
Whether LGBTQIA+, caretaker, veteran, or more, we connect you with advisors who truly understand.
Your Financial Picture
We learn about your assets and work to find an advisor tailored to your situation.
Advisor Style That Fits
Choose the advisor vibe and meeting frequency that feels right for you.
Long-Term Partnership
Your advisor supports your full financial journey, now and into the future.
Ready to meet your financial advisor?
It’s free, and only takes a few minutes.