Willow Certification for Financial Advisors

Securing Your Financial Future is About Partnering with an Advisor Who is Right For You

Get Started

Willow believes every person deserves an advisor deeply attuned to their individual financial needs and goals, and we are committed to making this a reality.

At Willow, our mission is to help everyone, with a particular focus on women and the next generation of investors, find a financial advisor they can trust and connect with personally. Through our matching process, we consider several vital factors to ensure the best fit, including:

Through our exclusive matching process, Willow seeks to connect women, NextGen, and other underrepresented individuals with a trusted advisor that they can connect with on a personal level. Here’s what we look at:

Life Journeys

Myer Briggs Personality

Birth Order

Hobbies & Animals

Get Matched with an Advisor

Take a short quiz to help us understand you, your goals, and where you’re looking for help.

Receive a free, 15-minute consultation with a member of our team.

We’ll connect you with a financial coach or advisor hand-selected just for you.