A complete list of active advisors currently associated with Willow

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

Willow provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. Services include discretionary portfolio management, comprehensive financial planning (offered both as part of wealth management and through its Pathway dba), and support for charitable giving vehicles. The firm’s investment process is primarily long‑term and fundamental‑analysis driven, typically constructing portfolios using ETFs and mutual funds while retaining or integrating legacy positions or independent managers as appropriate to client objectives and tax considerations. Willow aggregates and monitors client assets on an ongoing basis and offers access to held‑away accounts through third‑party platforms to facilitate consolidated advice and oversight. Willow’s compensation approach differs from most peer teams in that it negotiates fixed or custom wealth‑management fees rather than relying on a standard percentage‑of‑AUM billing model. The firm also maintains an institutional relationship with Schwab, provides donor‑advised fund services via Schwab’s platform, and—despite being recently formed—manages client assets on a discretionary basis, all of which may affect custody, reporting, and potential conflicts of interest.

To learn more about the advisors currently working at Willow, 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.