A complete list of active advisors currently associated with Willow Planning Group, LLC

Warmer can help you find a great advisor at Willow Planning Group, LLC or one who fits your needs even better.

Willow Planning Group is an independent, single-advisor firm that provides comprehensive financial planning and consulting to individuals, families, small business owners, and retirement plan administrators, serving roughly 65 clients. The firm focuses on planning, education, and implementation advice rather than discretionary portfolio management or custody of client assets. The firm’s process emphasizes ongoing, client-specific planning with regular meetings during the first year and periodic reviews thereafter, and it typically recommends passive allocations using mutual funds and ETFs. In addition to one-on-one planning, Willow offers client education through email newsletters, group workshops, and a “Let’s Get Started” program that includes a DIY online option followed by planner review. Compared with many independent peers, Willow does not provide individual portfolio management or charge percentage-of-assets fees, instead using fixed and hourly planning arrangements and consulting engagements. It also provides services less common for a solo adviser — recurring newsletters, public educational sessions, and hands-on small-business consulting (including QuickBooks co-management) — and discloses a resolved regulatory matter related to late state registration.

To learn more about the advisors currently working at Willow Planning Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.