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

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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.