Building a better way to find financial advice — for everyone.

Why we started Willow
The financial system hasn’t worked for everyone. For too long, it has overlooked people navigating life’s real complexities — especially women, younger investors, and those historically underserved by traditional financial services.
At Willow, we saw a gap: people with diverse goals, values, and life experiences were searching for advice, and instead finding systems that weren’t built with them in mind.
We set out to build something better.
Willow was created to connect people to trusted, vetted financial advisors who truly listen, understand, and support their journey — through transitions, growth, and everything in between. Our platform was designed to reflect the evolving face of wealth and the growing demand for advice that’s both personal and inclusive.
We’re building a future where everyone feels seen, supported, and confident in their financial life. We’re glad you’re here.
At Willow, we saw a gap: people with diverse goals, values, and life experiences were searching for advice, and instead finding systems that weren’t built with them in mind.
We set out to build something better.
Willow was created to connect people to trusted, vetted financial advisors who truly listen, understand, and support their journey — through transitions, growth, and everything in between. Our platform was designed to reflect the evolving face of wealth and the growing demand for advice that’s both personal and inclusive.
We’re building a future where everyone feels seen, supported, and confident in their financial life. We’re glad you’re here.
Hear from Willow founder,
Lacy Garcia
Meet the Team

Lacy Garcia
Founder & CEO

Alana Santarelli
Director of Customer Success

Amber Cate
Director of Sales

Angela Smith
Director of Marketing

Nitya Kowtha
Managing Director of Strategic Partnerships

Mirko Bojčić
Lead Engineer

Ashlyn Egizio
Marketing Intern
Our Partners
How does Willow match me with a financial advisor?
We use a short survey to understand your financial goals, values, and preferences. Then we match you with a vetted advisor who aligns with your needs — not just your net worth.
Is Willow really free?
What makes Willow different from other financial advisor platforms?
Are Willow’s financial advisors certified?
What happens after I get matched with an advisor?
Ready to meet your financial advisor?
It’s free, and only takes a few minutes.